No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 56-2526063 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $4.2M |
| CVS CAREMARK EIN 05-0304626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| CDS ADMINISTRATORS, INC. EIN 25-1352803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.1M |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities); Investment management fees paid indirectly by plan; Soft dollars commissions Service code 18 | — | $327K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $321K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 NONE | Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $277K |
| WELLINGTON TRUST EIN 27-2594633 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $195K |
| BUCK CONSULTANTS, LLC EIN 13-3954297 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $143K |
| BOND BEEBE EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $69K |
| CALLISTER NEBEKER & MCCULLOUGH EIN 87-0304195 NONE | Legal; Direct payment from the plan Service code 29 | — | $56K |
| JP MORGAN EIN 13-4994650 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $42K |
| CONSOLIDATED GRAPHICS COMMUNICATION NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 1901 MAYVIEW ROAD BRIDGEVILLE, PA 15017 | $41K |
| THOMAS F. DUZAK EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $38K |
| TERESA GHILARDUCCI EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $35K |
| HAZEL BROADNAX EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $32K |
| JEFFREY LEWIS EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $32K |
| S. TED NELSON EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $32K |
| SCOTT M. SPENCER EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $32K |
| ALAN REUTHER NONE | Consulting (general); Direct payment from the plan Service code 16 | 3813 JOCELYN ST NW WASHINGTON, DC 20015 | $30K |
| SIMONE L. ROCKSTROH EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $29K |
| WILLIAM IVEY EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $29K |
| PAUL WHITEHEAD EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $21K |
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 | 19,352 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,352 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK INC. | 4,617 | $8.5M |
| Dental | DELTA DENTAL PLAN OF OHIO | 29,057 | $1.8M |
| Prescription drug | HIGHMARK INC. | 4,617 | $8.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,057 | — |
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.