No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES, INC EIN 25-1352803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $115K |
| HIGHMARK EIN 56-2526063 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $113K |
| WELLINGTON TRUST EIN 27-2594633 NONE | Investment management fees paid directly by plan Service code 51 | — | $101K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Direct payment from the plan; Consulting fees; Investment advisory (plan) Service code 27 | — | $48K |
| BARROW, HANLEY, MEWHINNEY & STRAUSS EIN 75-2403190 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $43K |
| BUCK CONSULTANTS, LLC EIN 13-3954297 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $35K |
| THOMAS F. DUZAK EIN 26-3625263 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $26K |
| JP MORGAN EIN 13-4994650 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $24K |
| WAYNE CHAMBERS EIN 26-3625263 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $21K |
| HOWARD KLINE EIN 26-3625263 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $21K |
| JAMES CARNEY EIN 26-3625263 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $21K |
| BOND BEEBE EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| JOHN W. SELLERS EIN 26-3625263 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $7K |
| SCHWARZWALD MCNAIR & FUSCO, LLP EIN 20-0467468 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
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 | 65 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,661 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,726 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK | 2,586 | $5.7M |
| Prescription drug | HIGHMARK | 2,586 | $5.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,586 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.