No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE COMPANY EIN 31-1440175 PARTY-IN-INTEREST | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | 3350 PEACHTREE ROAD PO BOX 30302 ATLANTA, GA 303261039 | $352K |
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 TPA | Plan Administrator Service code 14 | 500 VIRGINIA STREET EAST CHARLESTON, WV 25301 | $290K |
| SEGAL COMPANY EIN 13-1975125 PARTY-IN-INTEREST | Actuarial Service code 11 | 1300 E NINTH STREET SUITE 1900 CLEVELAND, OH 441141593 | $79K |
| VISION SERVICE PLAN EIN 06-1227840 PARTY-IN-INTEREST | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 956707985 | $64K |
| LEDBETTER PARISI LCC EIN 03-0599899 PARTY-IN-INTEREST | Legal Service code 29 | 9240 MARKETPLACE DRIVE MIAMISBURG, OH 45342 | $38K |
| DELTA DENTAL OF OHIO EIN 31-0685339 BENEFIT ADMIN | Contract Administrator; Claims processing Service code 12 | PO BOX 633198 CINCINATTI, OH 45263 | $28K |
| GRAY, GRIFFITH & MAYS, A.C. EIN 55-0621482 PARTY-IN-INTEREST | Accounting (including auditing) Service code 10 | 707 VIRGINIA STREET E 400 CHARLESTON, WV 25301 | $26K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-1586030 PARTY-IN-INTEREST | Custodial (securities); Shareholder servicing fees Service code 19 | 127 PUBLIC SQUARE CLEVELAND, OH 44114 | $20K |
| LIVONGO HEALTH, INC EIN 26-3542036 PARTY-IN-INTEREST | Insurance agents and brokers Service code 22 | 150 W. EVELYN AVE MOUNTAIN VIEW, CA 94041 | $19K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 PARTY-IN-INTEREST | Investment management Service code 28 | 777 E WISCONSIN AVENUE SUITE 2350 MILWAUKEE, WI 53202 | $15K |
| MARQUETTE ASSOCIATES EIN 36-3485298 PARTY-IN-INTEREST | Investment advisory (plan) Service code 27 | 180 NORTH LASALLE ST SUITE 3500 CHICAGO, IL 60601 | $6K |
| DELEWARE VALLEY HEALTH CARE | Insurance agents and brokers Service code 22 | — | $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 | 691 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 55 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 746 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 0 | $0 |
| Vision | VISION SERVICE PLAN | 0 | $0 |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 706 | $38K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE COMPANY | 749 | $1.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 706 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 749 | — |
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."
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.