No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH, LLC PROVIDER | Claims processing Service code 12 | 10 W MARKET ST, STE 2900 INDIANAPOLIS, IN 46204 | $1.0M |
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 ASO - CLAIMS PROCESSING | Claims processing; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $983K |
| IBEW LOCAL 38 FRINGE BENEFIT FUNDS EIN 34-1381893 CONTRACTOR ADMINISTRATOR | Contract Administrator Service code 13 | — | $135K |
| DELTA DENTAL OF OHIO CLAIMS PROCESSING | Claims processing Service code 12 | 600 SUPERIOR AVE CLEVELAND, OH 44114 | $127K |
| THE SEGAL COMPANY ACTUARY | Actuarial Service code 11 | 1111 SUPERIOR AVE CLEVELAND, OH 44114 | $77K |
| G&E HC REIT II PKWY MED CENTER LLC RENT | Other fees Service code 99 | 590 MADISON AVE 34TH FL NEW YORK, NY 10022 | $64K |
| ALOTTA FARLEY & CO LLP ATTORNEY | Legal Service code 29 | 3240 LEVIS COMMONS BLVD PERRYSBURG, OH 43551 | $61K |
| P&A GROUP CLAIMS PROCESSING | Claims processing Service code 12 | 6400 MAIN ST 210 WILLIAMSVILLE, NY 14221 | $53K |
| SAV RX CLAIMS PROCESSING | Claims processing Service code 12 | 1855 N AIRPORT RD FREMONT, NE 68025 | $49K |
| SEGALL BRYANT & HAMILL, LLC INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 10 S. WACKER DRIVE CHICAGO, IL 60606 | $40K |
| CENTER FOR FAMILIES AND CHILDREN ADMINISTRATIVE SERVICES | Other services Service code 49 | 4500 EUCLID AVENUE CLEVELAND, OH 44103 | $40K |
| VISION SERVICES PLAN PROVIDER | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $34K |
| YURCHYK & DAVIS CPA'S, INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $22K |
| MANNING & NAPIER INVESTMENT MANAGER | Investment management Service code 28 | 290 WOODCLIFF DRIVE FAIRPORT, NY 14450 | $18K |
| PCORI NONE | Other fees Service code 99 | 1333 NEW HAMPSHIRE AVE NW WASHINGTON, DC 20036 | $15K |
| PNC BANK NA BANK/CUSTODIAL SERVICES | Custodial (securities); Custodial (other than securities); Account maintenance fees Service code 18 | 300 FIFTH AVE PITTSBURGH, PA 15222 | $13K |
| SEGAL MARCO CONSULTING INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | 1111 SUPERIOR AVENUE CLEVELAND, OH 44114 | $12K |
| BROTHERS PRINTING CO. PRINTING SERVICES | Copying and duplicating Service code 36 | 2000 EUCLID AVE CLEVELAND, OH 44115 | $8K |
| BOYD WATTERSON ASSET MANAGEMENT INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 1301 EAST 9TH STREET CLEVELAND, OH 44114 | $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 | 1,927 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 914 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,841 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 1,228 | $1.9M |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 2,841 | $541K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,841 | — |
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.
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.