No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DOVER CONSULTING GROUP EIN 31-1281984 | Investment management Service code 28 | 476 WINDSOR PARK DRIVE DAYTON, OH 45459 | $42K |
| COOK, PORTUNE & LOGOTHETIS, LLC EIN 27-0749444 | Legal Service code 29 | 22 WEST NINTH STREET CINCINNATI, OH 45202 | $32K |
| CW BREITSMAN ASSOCIATES, LLC EIN 26-0664784 | Plan Administrator Service code 14 | THREE GATEWAY CENTER, 401 LIBERTY A PITTSBURGH, PA 15222 | $32K |
| NORMAN, JONES, ENLOW & CO. EIN 31-1282719 | Accounting (including auditing) Service code 10 | 226 N. FIFITH STREET COLUMBUS, OH 43215 | $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 | 250 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 99 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 349 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | TRANSAMERICA LIFE INSURANCE COMPANY | 168 | $424K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 202 | $516K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 202 | — |
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."
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.