No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 ASO - CLAIMS PROCESSING | Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $989K |
| IBEW LOCAL 38 FRINGE BENEFIT FUNDS EIN 34-1381893 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $172K |
| DELTA DENTAL OF OHIO CLAIMS PROCESSING | Claims processing Service code 12 | 600 SUPERIOR AVE CLEVELAND, OH 44114 | $121K |
| THE SEGAL COMPANY ACTUARY | Actuarial Service code 11 | 1111 SUPERIOR AVE CLEVELAND, OH 44114 | $73K |
| G&E HC REIT II PKWY MED CENTER LLC RENT | Other fees Service code 99 | 590 MADISON AVE 34TH FL NEW YORK, NY 10022 | $68K |
| ALOTTA FARLEY & CO LLP ATTORNEY | Legal Service code 29 | 3240 LEVIS COMMONS BLVD PERRYSBURG, OH 43551 | $62K |
| SAV RX CLAIMS PROCESSING | Claims processing Service code 12 | 224 N PARK AVE FREMONT, NE 68025 | $55K |
| P&A GROUP CLAIMS PROCESSING | Claims processing Service code 12 | 6400 MAIN ST 210 WILLIAMSVILLE, NY 14221 | $50K |
| CENTER FOR FAMILIES AND CHILDREN ADMINISTRATIVE SERVICES | Other services Service code 49 | 4500 EUCLID AVENUE CLEVELAND, OH 44103 | $37K |
| VISION SERVICES PLAN PROVIDER | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $31K |
| SEGALL BRYANT & HAMILL, LLC INVESTMENT MANAGER | Investment management Service code 28 | 10 S. WACKER DRIVE CHICAGO, IL 60606 | $26K |
| YURCHYK & DAVIS CPA'S, INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $20K |
| MANNING & NAPIER INVESTMENT MANAGER | Investment management Service code 28 | 290 WOODCLIFF DRIVE FAIRPORT, NY 14450 | $17K |
| PCORI NONE | Other fees Service code 99 | 1333 NEW HAMPSHIRE AVE NW WASHINGTON, DC 20036 | $14K |
| SEGAL MARCO CONSULTING INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | 1111 SUPERIOR AVENUE CLEVELAND, OH 44114 | $12K |
| BRIDGEWAY BENEFIT TECHNOLOGIES COMPUTER SOFTWARE SERVICE | Other fees Service code 99 | 3700 KOPPERS STREET BALTIMORE, MD 21227 | $7K |
| BOYD WATTERSON ASSET MANAGEMENT INVESTMENT MANAGER | Investment management Service code 28 | 1301 EAST 9TH STREET CLEVELAND, OH 44114 | $6K |
| PNC BANK NA BANK SERVICES | Account maintenance fees; Custodial (other than securities) Service code 18 | 249 FIFTH AVE PITTSBURGH, PA 15222 | $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 | 1,721 | 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) | 2,646 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 1,233 | $1.3M |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 2,646 | $457K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,646 | — |
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.