No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES, INC. EIN 25-1352803 NONE | Participant communication; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 60 BOULEVARD OF THE ALLIES PITTSBURGH, PA 15222 | $60K |
| BUCK CONSULTANTS LLC EIN 13-3954297 NONE | Investment advisory (plan) Service code 27 | 500 GRANT STREET, SUITE 2900 PITTSBURGH, PA 15219 | $30K |
| GALLAGHER BENEFITS SERVICES, INC. EIN 36-4291971 NONE | Consulting (general) Service code 16 | 3 GATEWAY CENTER SUITE 1600 PITTSBURGH, PA 15222 | $20K |
| HILL, BARTH AND KING LLC EIN 34-1897225 NONE | Accounting (including auditing) Service code 10 | 6603 SUMMIT DRIVE CANFIELD, OH 44406 | $19K |
| SCHWARZWALD, MCNAIR & FUSCO LLP EIN 20-0467468 NONE | Accounting (including auditing) Service code 10 | 1300 EAST NINTH STREET CLEVELAND, OH 44114 | $16K |
| LEE BENEFITS CONSULTING, INC. EIN 80-0701462 NONE | Actuarial Service code 11 | 702 SAXONY DRIVE SEVEN FIELDS, PA 16046 | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,641 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,641 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTHAMERICA OF PENNSYLVANIA | 1,083 | $1.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,053 | $266K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,083 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.