No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY EIN 04-2452803 INV MGMT | Investment management Service code 28 | — | $353K |
| EXPRESS SCRIPTS NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $327K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 31-1440175 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Participant communication Service code 12 | — | $246K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses Service code 15 | — | $43K |
| MEADEN & MOORE LTD. EIN 34-1818258 AUDITOR | Accounting (including auditing) Service code 10 | — | $14K |
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 | 1,274 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 285 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,559 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS BLUE SHIELD | 1,964 | $2.4M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 718 | $712K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 718 | $488K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,964 | — |
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.