No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 31-1440175 NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $810K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services Service code 49 | — | $170K |
| CVS HEALTH EIN 05-0340626 NONE | Claims processing Service code 12 | — | $110K |
| RINDA HOFFMAN EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| JOHNSON & KROL EIN 36-4342024 LEGAL COUNSEL | Legal Service code 29 | — | $81K |
| MALIA CEFARATTI EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| ANNA WINTER EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Insurance agents and brokers; Direct payment from the plan; Consulting (general) Service code 11 | — | $63K |
| RHONDA SHARP EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| KELLEY GALLOWAY SMITH GOOLSBY EIN 61-1129886 AUDITOR | Accounting (including auditing) Service code 10 | — | $55K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 INVESTMENT CONSULTING | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| JAYNE STULL EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| DELTA DENTAL EIN 31-0685339 BENEFIT ADMINISTRATOR | Insurance agents and brokers Service code 22 | — | $39K |
| TERESA BEAM EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| STRATEGIC CAPITAL EIN 36-4268991 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $25K |
| NET GAIN TECHNOLOGIES EIN 31-1221209 NONE | Other services Service code 49 | — | $18K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Investment management Service code 28 | — | $5K |
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 | 1,562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 497 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,059 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.