No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL | Claims processing Service code 12 | 2060 EAST NINTH ST CLEVELAND, OH 44115 | $2.2M |
| UFCW HEALTH & WELFARE PLAN EIN 34-6726563 | Employee (plan) Service code 30 | — | $1.0M |
| CAREMARK | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 620 EPSILON PITTSBURG, PA 15238 | $770K |
| MERRILL LYNCH EIN 13-5674085 | Investment advisory (plan) Service code 27 | — | $357K |
| CALL A DOCTOR PLUS | Claims processing Service code 12 | 35 NOD RD AVAON, CT 06001 | $293K |
| WAINBLAT LAW LLC EIN 85-4381750 | Legal Service code 29 | — | $266K |
| DAVIS VISION | Claims processing Service code 12 | 2000 NEWPORT PK LAWRENCEVILLE, GA 30043 | $205K |
| CUNNINGHAM & ASSOCIATES EIN 38-3349378 | Accounting (including auditing) Service code 10 | — | $147K |
| INFOSTORE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1200 EAST GRANGER 216-749-4636 BROOKLYN HTS, OH 44131 | $146K |
| DENTEMAX | Claims processing Service code 12 | 75 REMMITTANCE CHICAGO, IL 60675 | $60K |
| KEYBANK | Other services Service code 49 | 127 PUBLIC SQUARE 216-689-8481 CLEVELAND, OH 44114 | $46K |
| METROHEALTH | Claims processing Service code 12 | 2500 METROHEALTH DRIVE 216-778-7800 CLEVELAND, OH 44109 | $23K |
| THE SEGAL COMPANY EIN 13-1975125 | Actuarial Service code 11 | — | $21K |
| USI INSURANCE | Insurance agents and brokers Service code 22 | 100 SUMMIT LAKE DR VAHALLA, NY 10595 | $21K |
| BANK OF AMERICA | Custodial (securities) Service code 19 | 1400 MERRILL LYNCH DR PENNINGTON, NJ 08534 | $9K |
| FUSCO GALLAGHER PORCARO LLP EIN 34-1327628 | Legal Service code 29 | — | $2K |
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 | 11,367 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,364 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,731 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MEDMUTUAL LIFE INSURANCE COMPANY | 10,723 | $315K |
| Other | MEDMUTUAL LIFE INSURANCE COMPANY | 10,723 | $315K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,723 | — |
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."
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.