No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERICAN HEALTH HOLDING NONE | Other services Service code 49 | 7400 W. CAMPUS RD., F-510 NEW ALBANY, OH 43054 | $530K |
| RENALOGIC NONE | Other services Service code 49 | P.O. BOX 718 SANDPOINT, ID 83864 | $335K |
| SHUMAKER, LOOP & KENDRICK, LLP EIN 34-4439491 NONE | Legal Service code 29 | — | $273K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Other services Service code 49 | — | $231K |
| FRONTPATH HEALTH COALITION NONE | Other services Service code 49 | 12875 ECKEL JUNCTION ROAD, STE. B PERRYSBURG, OH 43551 | $153K |
| ASMED HEALTHCARE NONE | Other services Service code 49 | 3230 W. COMMERCIAL BLVD., STE. 350 FT. LAUDERDALE, FL 33309 | $113K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-1282079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $92K |
| FOSTER AND FOSTER, INC. NONE | Consulting (general) Service code 16 | 184 SHUMAN BLVD, STE. 305 NAPERVILLE, IL 60563 | $76K |
| CHANGE HEALTHCARE NONE | Other services Service code 49 | P.O. BOX 572490 MURRAY, UT 841072490 | $67K |
| DELTA DENTAL NONE | Other services Service code 49 | P.O. BOX 633198 CINCENNATI, OH 452633198 | $67K |
| MSPC CPAS & ADVISORS, P.C. EIN 22-2951202 NONE | Accounting (including auditing) Service code 10 | — | $48K |
| COMPUTOL INC EIN 34-1645631 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $46K |
| PRISM HEALTHCARE RESOURCES INC NONE | Other services Service code 49 | 39280 RIVERCREST AVENUE HARRISON TOWNSHIP, MI 48045 | $30K |
| FIFTH THIRD BANK EIN 31-0854433 NONE | Investment management fees paid directly by plan Service code 51 | — | $21K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 36-4291971 NONE | Investment management fees paid directly by plan Service code 51 | — | $20K |
| TEAM PHARMACY CONSULTING NONE | Consulting (general) Service code 16 | 3825 TRAILVIEW DRIVE CARROLLTON, TX 75007 | $13K |
| HIGHLAND ASSOCIATES INC EIN 38-3187218 NONE | Consulting (general) Service code 16 | — | $8K |
| JADWIN CONSULTING LLC EIN 46-1255068 NONE | Actuarial Service code 11 | — | $8K |
| AMWINS RX NONE | Other services Service code 49 | P.O. BOX 60367 CHARLOTTE, NC 28260 | $6K |
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 | 1,696 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 704 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,400 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 5,875 | $1.2M |
| Vision | VISION SERVICE PLAN | 2,418 | $229K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,600 | $99K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,878 | $906K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,600 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,875 | — |
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.