No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 CLAIMS PROCESSING | Claims processing Service code 12 | — | $874K |
| IBEW LOCAL 38 FRINGE BENEFIT FUNDS EIN 34-1381893 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $146K |
| DELTA DENTAL OF OHIO EIN 31-0685339 CLAIMS PROCESSING | Claims processing Service code 12 | — | $114K |
| G&E HC REIT II PKWY MED CENTER LLC RENT | Other fees Service code 99 | 399 PARK AVENUE, 18TH FL NEW YORK, NY 10022 | $61K |
| CVS CAREMARK CLAIMS PROCESSING | Claims processing Service code 12 | 1 CVS DR WOONSOCKET, RI 02895 | $51K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 INVESTMENT MANAGER | Investment management Service code 28 | — | $40K |
| THE SEGAL COMPANY EIN 13-1975125 ACTUARY | Actuarial Service code 11 | — | $36K |
| CENTER FOR FAMILIES AND CHILDREN EIN 23-7084455 CLAIMS PROCESSING | Claims processing Service code 12 | — | $36K |
| ALOTTA FARLEY & CO LLP EIN 34-1316963 ATTORNEY | Legal Service code 29 | — | $35K |
| VISION SERVICES PLAN EIN 31-0725743 PROVIDER | Claims processing Service code 12 | — | $28K |
| YURCHYK & DAVIS CPA'S, INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $18K |
| MANNING & NAPIER EIN 16-0995736 INVESTMENT MANAGER | Investment management Service code 28 | — | $17K |
| THE MARCO CONSULTING GROUP INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | 550 W WASHINGTON BLVD 900 CHICAGO, IL 60661 | $12K |
| EMPLOYERS HEALTH COALITION, INC EIN 34-1403820 CONSULTANT | Consulting (general) Service code 16 | — | $8K |
| VOYA FINANCIAL, INC. EIN 52-1222820 INVESTMENT MANAGER | Investment management Service code 28 | — | $8K |
| KEY BANK EIN 34-1784820 INVESTMENT CUSTODIAN | Investment management; Custodial (securities) Service code 19 | — | $7K |
| TIC INTERNATIONAL CORP EIN 13-2600875 COMPUTER EXPENSES | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $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 | 1,688 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 944 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,632 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,257 | $1.3M |
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL OF OHIO | 1,876 | $504K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,876 | — |
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."
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.