No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 31-1440175 NONE | Claims processing Service code 12 | — | $641K |
| ACTIVATE HEALTHCARE EIN 27-0908752 HEALTHCARE MANAGEMENT PRO | Other services Service code 49 | — | $311K |
| JOHNSON & KROL EIN 36-4342024 LEGAL COUNSEL | Legal Service code 29 | — | $151K |
| EXPRESS SCRIPTS, INC EIN 22-3461740 NONE | Claims processing Service code 12 | — | $138K |
| INTEGRATED SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $85K |
| RINDA HOFFMAN EIN 31-0561070 EMPLOYEE | Plan Administrator Service code 14 | — | $73K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general) Service code 16 | — | $63K |
| KELLEY GALLOWAY SMITH GOOLSBY EIN 61-1129886 AUDITOR | Accounting (including auditing) Service code 10 | — | $57K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Custodial (securities) Service code 19 | — | $56K |
| KIM BOGART EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| MALIA CEFARATTI EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| MED-CARE MANAGEMENT EIN 88-0429522 NONE | Consulting (general) Service code 16 | — | $48K |
| RHONDA SHARP EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| LYN SMITH EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| ALTA WERMUTH EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| PPF & MES LOCAL 392 INVESTMENT TRUS EIN 23-7166422 RENT | Other services Service code 49 | — | $38K |
| CHARLENE CASTLEBERRY EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| LESLIE SCHWARTZ EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $32K |
| NET GAIN TECHNOLOGIES EIN 31-1221209 NONE | Consulting (general) Service code 16 | — | $32K |
| TERESA BEAM EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $29K |
| STRATEGIC CAPITAL EIN 36-4268991 INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | — | $21K |
| ATA BEILHARZ ARCHITECTS EIN 31-0597756 NONE | Consulting (general) Service code 16 | — | $18K |
| FIFTH THIRD BANK EIN 31-0676865 NONE | Account maintenance fees Service code 65 | — | $17K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 PAYROLL AUDITS | Accounting (including auditing) Service code 10 | — | $15K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 INVESTMENT CONSULTANT | Investment management Service code 28 | — | $0 |
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 | 1,535 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 509 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,044 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | AETNA LIFE INSURANCE CO | 574 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 574 | — |
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."
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.