No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE CO. DBA ANTHEM EIN 31-1440175 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $485K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $120K |
| PLAN ADMINISTRATOR EIN 31-6035546 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $119K |
| SEI PRIVATE TRUST CO. EIN 23-3060382 NONE | Investment management; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $60K |
| VORYS SATER SEYMOUR & PEASE EIN 31-4333125 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| CONTRIBUTIONS COORDINATOR EIN 31-6035546 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| FRUSH & ASSOCIATES EIN 31-1308134 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $42K |
| CLARK, SCHAEFER, HACKETT & CO. EIN 31-0800053 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $42K |
| KELLY SERVICES, INC. EIN 38-1510762 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $36K |
| DELTA DENTAL EIN 31-0685339 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $28K |
| PLUMBERS & PIPEFITTERS LOCAL 189 SPONSORING UNION RENT | Direct payment from the plan; Other services Service code 49 | 1250 KINNEAR RD. COLUMBUS, OH 43212 | $26K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $19K |
| INTERNATIONAL FOUNDATION OF NONE | Direct payment from the plan; Other services Service code 49 | EMPLOYEE BENEFIT PLANS 18700 W. BLUEMOUND RD. BROOKFIELD, WI 530080069 | $16K |
| BYRNE SOFTWARE TECHNOLOGIES, INC. EIN 43-1853340 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $14K |
| CMAX ADVISORS NONE | Direct payment from the plan; Other services Service code 49 | 54 E WHITTIER ST. COLUMBUS, OH 43206 | $10K |
| PITNEY BOWES INC. NONE | Other services; Direct payment from the plan Service code 49 | 3001 SUMMER ST. STAMFORD, CT 06926 | $9K |
| ACA TRACK LLC EIN 46-4238992 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| CHUBB EIN 13-1963496 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $7K |
| SEI INVESTMENTS MANAGEMENT CORP EIN 04-2452803 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $6K |
| COMDOC, INC. EIN 34-0813593 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
| FOUR CORNERS PROMOTIONS EIN 26-3303341 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $1K |
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 | 714 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 393 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COMMUNITY INSURANCE COMPANY | 1,107 | $3.5M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,341 | $230K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 762 | $502K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,341 | $230K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,341 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.