Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 5,222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,337 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,559 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 5,149 | $330K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 5,149 | $330K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,149 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 9200 US ROUTE 60 ONA, WV 25545 | $2.6M |
| HIGHMARK WEST VIRGINIA EIN 55-0624615 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | 614 MARKET STREET PARKERSBURG, WV 26102 | $1.2M |
| THE SEGAL COMPANY EIN 13-2646110 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | 333 W 34TH STREET NEW YORK, NY 10001 | $519K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Direct payment from the plan Service code 50 | PO BOX 360142 PITTSBURGH, PA 15250 | $328K |
| LYRA HEALTH, INC. EIN 47-2935915 NONE | Direct payment from the plan Service code 50 | 270 EAST LANE BURLINGAME, CA 94010 | $295K |
| KEY BANK EIN 34-0797057 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | P.O. BOX 93885 CLEVELAND, OH 44101 | $103K |
| LEDBETTER PARTNERS EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | 5078 WOOSTER ROAD, SUITE 400 CINCINNATI, OH 45226 | $97K |
| DELTA DENTAL EIN 31-0685339 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | PO BOX 30416 LANSING, MI 48909 | $85K |
| HARRIS HARDIN & COMPANY EIN 55-0756523 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 404 NINTH STREET HUNTINGTON, WV 25723 | $75K |
| MEDICAL REVIEW INSTITUTE EIN 87-0515201 NONE | Direct payment from the plan; Consulting (general) Service code 16 | PO BOX 35145 SEATTLE, WA 98124 | $75K |
| MEDIMPACT HEALTHCARE SYSTEMS INC NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | PO BOX 511334 LOS ANGELES, CA 90051 | $74K |
| NATIONAL REAL ESTATE ADVISORS EIN 26-3437991 NONE | Investment management; Direct payment from the plan Service code 28 | 900 7TH ST NW WASHINGTON DC, DC 20001 | $66K |
| JOHNSON PRINTING COMPANY EIN 55-0726948 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 4136 GREEN VALLEY ROAD HUNTINGTON, WV 25701 | $47K |
| WESTERN ASSET MANAGEMENT NONE | Investment management; Direct payment from the plan Service code 28 | 620 8TH AVE NEW YORK, NY 10018 | $33K |
| SEGAL ROGERS CASEY EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 333 W 34TH STREET NEW YORK, NY 10001 | $30K |
| SEGAL SELECT INSURANCE COMPANY EIN 13-2646110 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 333 W 34TH STREET NEW YORK, NY 10001 | $28K |
| NORTHERN TRUST COMPANY EIN 26-6411809 NONE | Investment management; Direct payment from the plan Service code 28 | 181 W MADISON CHICAGO, IL 60603 | $28K |
| SANDY ALEXANDER, INC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | P.O. BOX 824263 PHILADELPHIA, PA 19182 | $23K |
| GRAY, GRIFFITH & MAYS. A.C. EIN 55-0621482 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 707 VIRGINIA STREET EAST, SUITE 400 CHARLESTON, WV 25301 | $21K |
| YURCHYK & DAVIS CPA'S, INC. EIN 34-1638235 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 3701 BOARDMAN-CANFIELD RD 2 CANFIELD, OH 44406 | $21K |
| JOHN DASCOLI EIN 20-5780253 NONE | Legal; Direct payment from the plan Service code 29 | 2442 KANAWHA BLVD E CHARLESTON, WV 25311 | $8K |
| INTERNATIONAL FOUNDATION OF EMPLOYE EIN 39-1034021 NONE | Direct payment from the plan; Other services Service code 49 | 18700 W. BLUEMOUND RD BROOKFIELD, WI 53045 | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
10 filings · 2016 to 2025