No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES, INC. EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $40K |
| INNOVEST PORTFOLIO SOLUTIONS EIN 84-1612955 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan; Consulting fees; Investment advisory (plan); Investment management fees paid directly by plan Service code 15 | — | $33K |
| BUCK CONSULTANTS EIN 13-3954297 NONE | Actuarial; Consulting (general) Service code 11 | — | $22K |
| PNC BANK EIN 25-1211909 NONE | Custodial (securities) Service code 19 | — | $10K |
| SCHWARZWALD MCNAIR & FUSCO LLP EIN 20-0467468 NONE | Legal Service code 29 | — | $9K |
| MCELHANEY & ASSOCIATES LLC EIN 38-3806684 NONE | Accounting (including auditing) Service code 10 | — | $8K |
| JEANETTE STUMP EIN 26-3661480 NONE | Trustee (individual) Service code 20 | — | $7K |
| THOMAS CLANCY EIN 26-3661480 NONE | Trustee (individual) Service code 20 | — | $7K |
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 | 525 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COVENTRY HEALTH AND LIFE | 150 | $444K |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 174 | $40K |
| Prescription drug | HIGHMARK HEALTH INSURANCE FREEDOM BLUE PPO | 158 | $749K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 174 | — |
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.
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.