No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO EIN 36-0648820 | Claims processing Service code 12 | — | $564K |
| LOCAL 310 FRINGE BENEFITS, INC EIN 34-1217340 | Contract Administrator Service code 13 | — | $124K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $89K |
| DELTA DENTAL OF OHIO EIN 31-0685339 | Claims processing Service code 12 | — | $61K |
| EXPRESS SCRIPTS INC EIN 45-2884094 | Claims processing Service code 12 | — | $31K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 36-3027981 | Investment management Service code 28 | — | $31K |
| SEGAL ADVISORS, INC EIN 13-2646110 | Investment advisory (plan) Service code 27 | — | $26K |
| CENTERS FOR FAMILIES AND CHILDREN EIN 23-7084455 | Other services Service code 49 | — | $11K |
| GOLDSTEIN GRAGEL LLC EIN 26-3575398 | Legal Service code 29 | — | $10K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 | Insurance services Service code 23 | — | $8K |
| TRAMER SHORE & ZWICK EIN 34-1736265 | Accounting (including auditing) Service code 10 | — | $8K |
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 | 1,147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 378 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL OF OHIO | 1,255 | $149K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,255 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.