No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY INSURANCE COMPANY EIN 31-1440175 NONE | Claims processing; Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $9.0M |
| ANTHEM HEALTH PLANS OF KENTUCKY, IN EIN 61-1237516 NONE | Float revenue; Claims processing; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.6M |
| EPLAN LLC EIN 22-3720767 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $928K |
| BASYS, INC. EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $771K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $632K |
| THE SEGAL COMPANY (MIDWEST), INC. EIN 13-1975125 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $575K |
| DELTA DENTAL OF OHIO EIN 31-0685339 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $553K |
| SLEVIN & HART P.C EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $308K |
| SPECTRUM PRINTING & DESIGN EIN 31-1023172 NONE | Participant communication; Direct payment from the plan; Copying and duplicating Service code 36 | — | $292K |
| JERRY EVANS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $244K |
| REDCARD SYSTEMS LLC EIN 20-5388701 NONE | Direct payment from the plan; Other services Service code 49 | — | $218K |
| MELISSA STEED EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $166K |
| RICHARD MAINS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $164K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $160K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Direct payment from the plan; Other services Service code 49 | — | $130K |
| SIKICH LLP EIN 36-3168081 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $115K |
| SHARI LEWIS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| ERIC MUELLER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| LAN SOLUTIONS, INC. DBA INTRUST EIN 26-0454565 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $89K |
| REBECCA CROW EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| CARL LOMBARDO EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| JODI LONG EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| PAULA ROYSE EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| MADISON BUTTS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| ANITA GARBER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| SHEILA OAKS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| ANN RUDD EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| KARRIE SHRINER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| JOYCE WOOSLEY EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| MARY CURTIS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| PATRICE HILL EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| CHARLOTTE KYLE EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| BRANDY MULLENIX EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| AISHIA FULCHER EIN 31-6173363 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| ERICA BASSMAN EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| CHRISTINA STAATS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| CIERRA MOON EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| CARMEN STEINBARGER EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| HEATHER MILLER EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| BRANDI ADKINS EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $58K |
| ANGELA STASTNY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| JAKLYN ASBURY EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| ERIN GEBHARDT EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| TRACY SMITH EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| DEA CLARK EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| LINDA HOLLON EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| ROSLYN AKINS EIN 31-6173363 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| TRUDY CAIN EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| CHERRY LAVENDER EIN 31-6173363 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
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 | 40,751 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 439 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 41,190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 38,716 | $2.1M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,617 | $791K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 38,716 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38,716 | — |
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.
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.