No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM CLAIMS ADMINISTRATOR | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Claims processing Service code 12 | 200 VIRGINIA AVE INDIANAPOLIS, IN 46203 | $433K |
| BENESYS, INC THIRD PARTY ADMINISTRATOR | Accounting (including auditing); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Contract Administrator Service code 10 | 3660 STUTZ DRIVE, STE 101 330-270-0453 CANFIELD, OH 44406 | $114K |
| THE SEGAL COMPANY CONSULTING | Consulting (general) Service code 16 | 1111 SUPERIOR AVE CLEVELAND, OH 44114 | $91K |
| MACALA & PIATT ATTORNEY | Legal Service code 29 | 601 S. MAIN ST. NORTH CANTON, OH 44720 | $43K |
| YURCHYK & DAVIS CPA'S INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $21K |
| MARINER INSTITUTIONAL LLC INVESTMENT CONSULTANT | Consulting (general) Service code 16 | 531 W MORSE BLVD STE 200 WINTER PARK, FL 32789 | $20K |
| KEYBANK INVESTMENT CUSTODIAN | Custodial (securities); Shareholder servicing fees Service code 19 | 127 PUBLIC SQUARE CLEVELAND, OH 44114 | $10K |
| UNITED ACTUARIAL SERVICES ACTUARY | Actuarial Service code 11 | 11590 NORTH MERIDIAN ST CARMEL, IN 460324529 | $10K |
| CITY PRINTING PRINTING SERVICES | Copying and duplicating Service code 36 | 122 OAK HILL AVE YOUNGSTOWN, OH 44502 | $8K |
| PNC BANK BANKING SERVICES | Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities) Service code 15 | 300 FIFTH AVE PITTSBURGH, PA 15222 | $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 | 769 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 175 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 944 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 917 | $17K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 944 | $60K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 944 | $727K |
| Other | COMMUNITY INSURANCE COMPANY | 944 | $3K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 944 | — |
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.