No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEGAL ADVISORS, INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | DBA SEGAL MARCO ADVISORS 333 W. 34TH STREET NEW YORK, NY 100012402 | $36K |
| FINDLEY DAVIES NONE | Actuarial; Direct payment from the plan Service code 11 | 1300 EAST NINTH STREET, SUITE 850 CLEVELAND, OH 441141516 | $24K |
| INNOVEST PORTFOLIO SOLUTIONS NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 4643 SO. ULSTER STREET, SUITE 1040 DENVER, CO 80237 | $21K |
| BDO USA, LLP EIN 13-5381590 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| SCHWARZWALD MCNAIR & FUSCO LLP NONE | Legal; Direct payment from the plan Service code 29 | 616 PENTON MEDIA BUILDING 1300 EAST NINTH STREET CLEVELAND, OH 441141503 | $18K |
| RONALD HOOVER NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 56 HIGHLAND DRIVE WABASH, IN 46992 | $17K |
| GARY B. MANN NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 23575 SHELBURNE ROAD SHAKER HEIGHTS, OH 44122 | $16K |
| RICHARD B. HOGG NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 6011 CASTLEHILL DRIVE CLEVELAND, OH 44143 | $16K |
| CENTRAL DATA SERVICES, INC. EIN 25-1352803 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $16K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $12K |
| EMILY WOODWARD NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 12934 SE 306TH COURT AUBURN, WA 98092 | $11K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 305 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 305 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 517 | $42K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 517 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.