No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO EIN 36-0648820 CLAIMS PROCESSING | Claims processing Service code 12 | — | $491K |
| LOCAL 310 FRINGE BENEFIT FUNDS, INC EIN 34-1217340 FUND ADMINISTRATOR | Contract Administrator Service code 13 | — | $156K |
| THE SEGAL COMPANY EIN 13-1975125 ACTUARY | Actuarial Service code 11 | 1111 SUPERIOR AVENUE CLEVELAND, OH 44114 | $154K |
| EXPRESS SCRIPTS INC. EIN 45-2884094 CLAIMS PROCESSING | Claims processing Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $93K |
| 7575 NORTHCLIFF LLC MEDICAL CENTER RENT | Other fees Service code 99 | 6058 QUINN ABBEY CT E DUBLIN, OH 43017 | $71K |
| DELTA DENTAL OF OHIO EIN 31-0685339 CLAIMS PROCESSING | Claims processing Service code 12 | 600 SUPERIOR AVE CLEVELAND, OH 44114 | $58K |
| SEGAL MARCO ADVISORS, INC. EIN 13-2646110 INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | 1300 E 9TH ST, STE 1900 CLEVELAND, OH 44114 | $28K |
| YURCHYK & DAVIS CPA'S, INC. EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | — | $22K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 36-3027981 INVESTMENT MANAGER | Investment management Service code 28 | 1301 E 9TH ST, STE 2900 CLEVELAND, OH 44114 | $21K |
| SAV-RX CLAIMS PROCESSING | Claims processing Service code 12 | 224 NORTH PARK AVENUE FREMONT, NE 68025 | $19K |
| POFOK CRAMPTON LLC ATTORNEY | Legal Service code 29 | 1468 W. NINTH STREET CLEVELAND, OH 44113 | $18K |
| CENTER FOR FAMILIES AND CHILDREN EIN 23-7084455 ADMINISTRATIVE SERVICES | Other services Service code 49 | 4500 EUCLID AVENUE CLEVELAND, OH 44103 | $16K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 CLAIMS PROCESSING | Claims processing Service code 12 | 1200 ROUTE 46 WEST CLIFTON, NJ 07013 | $9K |
| PCORI NONE | Other fees Service code 99 | 1333 NEW HAMPSHIRE AVE WASHINGTON, DC 20036 | $8K |
| BRIDGEWAY BENEFIT TECHNOLOGIES ADMINISTRATIVE SERVICES | Account maintenance fees; Recordkeeping fees Service code 64 | 3700 KOPPERS ST, STE 400 BALTIMORE, MD 21227 | $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 | 1,121 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 470 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,591 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 416 | $77K |
| Stop-loss / reinsurancereinsurance | MEDICAL MUTUAL OF OHIO | 1,238 | $808K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,238 | — |
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.