No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTH CARE SERVICES, INC EIN 41-1289245 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $452K |
| COMMUNITY INSURANCE COMPANY (G1728) EIN 31-1440175 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Other services; Contract Administrator Service code 12 | — | $197K |
| CATAMARAN/OPTUMRX EIN 11-2581812 CLAIMS PROCESSOR | Claims processing Service code 12 | PO BOX 509075 SAN DIEGO, CA 921509075 | $101K |
| THE SEGAL COMPANY EIN 13-1975125 ACTUARY & CONSULTANT | Consulting (general); Actuarial Service code 11 | — | $90K |
| STEWART C. MILLER CO ADMINISTRATIVE | Contract Administrator Service code 13 | 2111 W. LINCOLN HIGHWAY MERRILLVILLE, IN 46410 | $36K |
| BLUE & CO., LLC EIN 35-1178661 AUDITOR | Accounting (including auditing) Service code 10 | 720 E. PETE ROSE WAY, STE 100 CINCINNATI, OH 45202 | $22K |
| STRATEGIC CAPITAL ADVISORS EIN 36-4268991 CONSULTANT | Investment advisory (plan) Service code 27 | — | $15K |
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 | 331 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 112 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 443 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 1,361 | $183K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 597 | $56K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY (G1728) | 1,249 | $214K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 597 | $56K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,361 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.