No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 NONE | Direct payment from the plan; Claims processing Service code 12 | P.O. BOX 951916 CLEVELAND, OH 44193 | $1.1M |
| IBEW NECA SERVICE CENTER EIN 43-0896804 NONE | Plan Administrator; Copying and duplicating; Direct payment from the plan Service code 14 | 5735 ELIZABETH AVENUE ST. LOUIS, MO 63110 | $283K |
| SEGAL GROUP EIN 06-0839113 NONE | Consulting (general); Direct payment from the plan Service code 16 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $209K |
| ALLOTTA FARLEY CO LPA EIN 34-1316963 NONE | Legal; Direct payment from the plan Service code 29 | 3240 LEVIS COMMONS PERRYSBURG, OH 43551 | $116K |
| DELTA DENTAL PLAN OF OHIO INC EIN 31-0685339 NONE | Claims processing; Direct payment from the plan Service code 12 | P.O. BOX 633198 CINCINNATI, OH 45263 | $103K |
| DGPERRY, PLLC EIN 83-3033790 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 3711 STARRS CENTRE DR CANFIELD, OH 44406 | $54K |
| WEX HEALTH EIN 06-1593514 NONE | Contract Administrator; Direct payment from the plan Service code 13 | 82 HOPMEADOW ST, STE 220 SIMSBURY, CT 06089 | $37K |
| SEGAL MACRO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | ONE PARK AVENUE NEW YORK, NY 10016 | $20K |
| CHEVY CHASE TRUST EIN 52-2037618 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 7501 WISCONSIN AVE 1500W BETHESDA, MD 20814 | $13K |
| THE INKSPOT, INC. NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 9737 BELL RANCH DRIVE SANTA FE SPRINGS, CA 90670 | $12K |
| CUNI, RUST & STRENK EIN 31-1227755 NONE | Direct payment from the plan; Actuarial Service code 11 | 4555 LAKE FOREST DRIVE CINCINNATI, OH 45242 | $9K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Custodial (securities); Investment management; Investment management fees paid directly by plan Service code 19 | 7501 WISCONSIN AVE BETHESDA, MD 20814 | $8K |
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 | 2,756 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 409 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL OF OHIO | 2,176 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,176 | — |
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.
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.