No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE COMPANY EIN 31-1440175 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Float revenue Service code 12 | — | $6.1M |
| EPLAN LLC EIN 22-3720767 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $610K |
| BASYS, INC. EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $554K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $451K |
| THE SEGAL COMPANY (MIDWEST), INC. EIN 13-1975125 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $433K |
| DELTA DENTAL OF OHIO EIN 31-0685339 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $390K |
| HEALTH FITNESS CORPORATION EIN 41-1580506 NONE | Other services; Direct payment from the plan Service code 49 | — | $249K |
| SPECTRUM PRINTING & DESIGN EIN 31-1023172 NONE | Direct payment from the plan; Participant communication; Copying and duplicating Service code 36 | — | $246K |
| REDCARD SYSTEMS LLC EIN 20-5388701 NONE | Direct payment from the plan; Other services Service code 49 | — | $183K |
| JERRY EVANS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $169K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $149K |
| MELISSA STEED EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $131K |
| RICHARD MAINS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $129K |
| SHARI LEWIS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| ERIC MUELLER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| REBECCA CROW EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $87K |
| CARL LOMBARDO EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| JODI LONG EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| BRENDA DONNELLY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| JOYCE WOOSLEY EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| MARY CURTIS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| PAULA GODSEY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| JUANITA HILBERT EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| TRUDY CAIN EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| LINDA HOLLON EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| ANN RUDD EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| SHEILA OAKS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| ANITA GARBER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| DEBORAH PLEAK EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| CARMEN CURTIS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| ANGELA SULLIVAN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| KARRIE SHRINER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| JUDY TURNER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| ROSLYN AKINS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| MADISON BUTTS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| BRANDI ADKINS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| 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 | — | $48K |
| DEA CLARK EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| DIANE BARNETT EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| KRISTINE HALL EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $44K |
| DOROTHY PARKER EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| DONNA MORGAN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| MULLEN COUGHLIN LLC EIN 81-3711756 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $33K |
| NAVIGANT CONSULTING, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 150 N. RIVERSIDE CHICAGO, IL 60606 | $30K |
| BONITA BARR EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| BRANDY MULLENIX EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| TRACY SMITH EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| NEPC, LLC EIN 26-1429809 NONE | Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $20K |
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 | 29,688 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 302 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 29,990 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 17,735 | $866K |
| Stop-loss / reinsurancereinsurance | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | 2,651 | $501K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 17,735 | $866K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,735 | — |
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.