No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE CO. DBA ANTHEM EIN 31-1440175 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $482K |
| PLAN ADMINISTRATOR EIN 31-6035546 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| SEI INVESTMENTS MANAGEMENT CORP EIN 04-2452803 NONE | Direct payment from the plan; Investment advisory (plan); Investment management Service code 27 | — | $67K |
| SEGAL COMPANY MIDWEST EIN 13-1975125 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $66K |
| FINANCIAL ADMINISTRATOR EIN 31-6035546 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| VORYS SATER SEYMOUR & PEASE EIN 31-4333125 NONE | Legal; Direct payment from the plan Service code 29 | — | $46K |
| CONTRIBUTIONS COORDINATOR EIN 31-6035546 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| CLARK, SCHAEFER, HACKETT & CO. EIN 31-0800053 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $37K |
| DELTA DENTAL EIN 31-0685339 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $33K |
| BYRNE SOFTWARE TECHNOLOGIES, INC. EIN 43-1853340 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $15K |
| PITNEY BOWES INC. NONE | Other services; Direct payment from the plan Service code 49 | 3001 SUMMER ST. STAMFORD, CT 06926 | $10K |
| COMDOC, INC. EIN 34-0813593 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| CHUBB (FEDERAL INSURANCE COMPANY) EIN 13-1963496 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $6K |
| GBQ HOLDINGS, LLC EIN 31-0719901 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $5K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $901 |
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 | 694 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 396 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,090 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | ANTHEM BLUE CROSS BLUE SHIELD | 258 | $345K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,360 | $230K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 1,090 | $486K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,360 | $230K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,360 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.