No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM CLAIMS ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | 220 VIRGINIA AVENUE INDIANAPOLIS, IN 46204 | $391K |
| BENESYS, INC THIRD PARTY ADMINISTRATOR | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Recordkeeping fees; Contract Administrator Service code 10 | 33 FITCH BLVD 330-270-0453 AUSTINTOWN, OH 44515 | $110K |
| THE SEGAL COMPANY EIN 13-2646100 CONSULTING | Consulting (general) Service code 16 | — | $99K |
| MACALA & PIATT EIN 34-1933033 ATTORNEY | Legal Service code 29 | — | $24K |
| YURCHYK & DAVIS CPA'S INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $21K |
| ANDCO CONSULTING EIN 59-3676225 INVESTMENT CONSULTANT | Consulting (general) Service code 16 | — | $15K |
| KEYBANK EIN 34-1784820 INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | — | $10K |
| PNC BANK BANK | Account maintenance fees Service code 65 | 300 5TH AVE PITTSBURGH, PA 15222 | $8K |
| UNITED ACTUARIAL SERVICE EIN 35-2156428 ACTUARY | Actuarial Service code 11 | — | $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 | 565 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 165 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 730 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 708 | $68K |
| Stop-loss / reinsurancereinsurance | COMMUNITY INSURANCE COMPANY | 645 | $561K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 708 | — |
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.
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.