No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS INC THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 33 FITCH BLVD 330-270-0453 AUSTINTOWN, OH 44515 | $165K |
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 CLAIMS PROCESSOR | Claims processing Service code 12 | 2060 E. 9TH STREET CLEVELAND, OH 44115 | $103K |
| THE SEGAL COMPANY EIN 13-1975125 MEDICAL CONSULTANT | Consulting (general) Service code 16 | 1300 EAST 9TH STREET CLEVELAND, OH 441141593 | $85K |
| MAHONING, TRUMBULL AND SHENAGO VALL COLLECTION AGENCY | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 33 FITCH BLVD YOUNGSTOWN, OH 44515 | $29K |
| PARAMOUNT PREFERRED SOLUTIONS CLAIMS MANAGEMENT | Claims processing Service code 12 | P.O. BOX 72131 CLEVELAND, OH 441920002 | $24K |
| GREEN HAINES SGFAMBATI, CO LPA EIN 34-1224415 ATTORNEY | Legal Service code 29 | — | $24K |
| PNC BANK EIN 36-4142114 BANK | Recordkeeping fees; Direct payment from the plan Service code 50 | — | $19K |
| THE BOGDAHN GROUP INVESTMENT CONSULTANT | Consulting (general) Service code 16 | 4901 VINELAND RD SUITE 60 ORLANDO, FL 32811 | $15K |
| FINDLEY DAVIES EIN 34-1213174 ACTUARY | Actuarial Service code 11 | 1300 EAST 9TH ST -1900 CLEVELAND, OH 441141516 | $10K |
| YURCHYK & DAVIS CPA'S INC EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $9K |
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 | 767 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 118 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 885 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 758 | $320K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 758 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
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.