No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL SERVICES EIN 34-1922587 MEDICAL PROVIDER | Claims processing Service code 12 | 2060 E. 9TH STREET CLEVELAND, OH 44115 | $901K |
| MANNING & NAPIER EIN 16-0995736 INVESTMENT MGT | Investment management Service code 28 | 665 METRO PLACE STH 800 DUBLIN, OH 43017 | $162K |
| IBEW LOCAL 38 FRINGE BENEFIT FUNDS EIN 34-1381893 JOINT BOARD | Contract Administrator Service code 13 | 8001 SWEET VALLEY DRIVE VALLEY VIEW, OH 44125 | $137K |
| DELTA DENTAL OF OHIO EIN 31-0685339 DENTAL CLAIMS PROCESSING | Claims processing Service code 12 | — | $118K |
| EMPLOYERS HEALTH COALITION, INC. EIN 34-1403820 CLAIMS CONSULTING | Consulting (general) Service code 16 | 4143 FULTON DRIVE, NW CANTON, OH 44718 | $81K |
| THE SEGAL COMPANY EIN 13-1975125 INDEPENDENT ACTUARY | Actuarial Service code 11 | — | $77K |
| INTECH HEALTH VENTURES EIN 20-5432884 HEALTH CARE CONSULTING | Consulting (general) Service code 16 | 405 E. WETMORE 117-510 TUCSON, AZ 857051717 | $38K |
| ALLOTTA, FARLEY CO., LLP EIN 34-1316963 INDEPENDENT LEGAL | Legal Service code 29 | 2222 CENTENNIAL ROAD TOLEDO, OH 43617 | $31K |
| CENTER FOR FAMILIES AND CHILDREN EIN 23-7084455 INDEPENDENT EAP PROVIDER | Claims processing Service code 12 | 4500 EUCLID AVENUE CLEVELAND, OH 44103 | $31K |
| SEGALL BRYANT EIN 41-1788385 INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $25K |
| TRAMER, SHORE & ZWICK EIN 34-1736265 INDEPENDENT AUDITOR | Accounting (including auditing) Service code 10 | 23775 COMMERCE PARK 1 BEACHWOOD, OH 44122 | $18K |
| THE MARCO CONSULTING GROUP EIN 34-3555070 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 550 W. WASHINGTON 900 CHICAGO, IL 60661 | $12K |
| KEYBANK EIN 34-1784820 CUSTODIAL INVESTMENTS | Custodial (securities) Service code 19 | — | $7K |
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 | 1,573 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 925 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,498 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL OF OHIO | 1,805 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,805 | — |
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.
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.