No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE COMPANY EIN 31-1440175 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Other services Service code 12 | — | $5.3M |
| EPLAN LLC EIN 22-3720767 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $567K |
| MEDEXPERT INTERNATIONAL, INC. EIN 94-3360248 NONE | Other services; Direct payment from the plan Service code 49 | — | $491K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $418K |
| THE SEGAL COMPANY (MIDWEST), INC. EIN 13-1975125 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $417K |
| BASYS, INC. EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $341K |
| JERRY EVANS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $171K |
| EMDEON EIN 20-5716594 NONE | Other services; Direct payment from the plan Service code 49 | — | $136K |
| MELISSA STEED EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| RICHARD MAINS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| HEALTHX, INC. EIN 35-1928243 NONE | Direct payment from the plan; Other services Service code 49 | — | $102K |
| DONNA THINNES EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $102K |
| ERIC MUELLER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| REBECCA CROW EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| DONNA MORGAN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| CATAMARAN EIN 11-2581812 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $66K |
| JODI LONG EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| MARY CURTIS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| JOYCE WOOSLEY EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| TRUDY CAIN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $55K |
| JUANITA HILBERT EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| PAULA GODSEY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| SHEILA OAKS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| CARMEN ROBERTSON EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| DEBORAH BALLARD EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| KARRIE SHRINER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| STEPHANIE VANLEER-DAVIS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| LINDA HOLLON EIN 31-6173363 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| ROSLYN AKINS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| JUDY TURNER EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| RHONDA FINNEY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| DEA CLARK EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| ANGELA SULLIVAN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| DOROTHY PARKER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| REBECCA POE EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| KRISTINE HALL EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| ANN RUDD EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| BONITA BARR EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| LAN SOLUTIONS, INC. DBA INTRUST EIN 26-0454565 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $36K |
| ALANA DASILVA-DEMO EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| FIFTH THIRD BANK RETIREMENT SERVICE EIN 31-1051736 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $32K |
| ANITA GARBER EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| SHARI LEWIS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $20K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $8K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $7K |
| CHRISTY WILLIAMS EIN 31-6173363 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $7K |
| STEVE HENDRICKSON EIN 31-6173363 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $7K |
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 | 28,272 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 471 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 28,743 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 30,999 | $5.7M |
| Vision | VISION SERVICE PLAN | 18,809 | $1.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 16,087 | $631K |
| Stop-loss / reinsurancereinsurance | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | 2,992 | $409K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 16,087 | $631K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 30,999 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.