No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CVS CAREMARK EIN 05-0304626 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $2.0M |
| HIGHMARK EIN 56-2526063 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.5M |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.0M |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $257K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Custodial (other than securities) Service code 18 | — | $257K |
| MEKETA INVESTMENT GROUP, INC EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan); Consulting fees Service code 27 | — | $227K |
| BUCK GLOBAL, LLC EIN 83-1116912 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $106K |
| WITHUMSMITH & BROWN PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $60K |
| DURHAM, JONES & PINEGAR, P. C. EIN 87-0399832 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| TOM DUZAK EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $40K |
| CONSOLIDATED GRAPHICS COMMUNICATION NONE | Copying and duplicating Service code 36 | 1901 MAYVIEW RD BRIDGEVILLE, PA 15017 | $33K |
| PAUL WHITEHEAD EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| HAZEL BROADNAX EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| JEFFREY LEWIS EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| SCOTT M SPENCER EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $33K |
| SIMONE L ROCKSTROTH EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $33K |
| TED NELSON EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| TERESA GHILARDUCCI EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| WILLIAM IVEY EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $33K |
| JP MORGAN EIN 13-4994650 NONE | Other investment fees and expenses; Custodial (other than securities); Float revenue; Direct payment from the plan Service code 18 | — | $19K |
| PNC BANK EIN 22-1146430 NONE | Direct payment from the plan; Other investment fees and expenses; Custodial (other than securities); Float revenue Service code 18 | — | $8K |
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 | 16,461 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 16,461 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK INC. | 24,313 | $10.8M |
| Dental | DELTA DENTAL OF OHIO | 25,229 | $1.7M |
| Prescription drug | HIGHMARK INC. | 24,313 | $10.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,229 | — |
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.