No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE SEGAL GROUP EIN 13-1975125 BENEFIT CONSULTANT | Consulting (general) Service code 16 | 1300 EAST NINTH STREET SUITE 1900 CLEVELAND, OH 44114 | $62K |
| MANNING & NAPIER EIN 16-0995736 INVESTMENT MANAGER | Investment management Service code 28 | 1504 STONE CT CLEVELAND, OH 44145 | $46K |
| BENESYS EIN 38-2383171 THIRD PARTY ADMINISTRATOR | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | 33 FITCH BLVD AUSTINTOWN, OH 44515 | $45K |
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 CLAIMS PROCESSOR | Claims processing Service code 12 | 2060 E 9TH STREET CLEVELAND, OH 44115 | $33K |
| SHEET METAL WORKERS LOCAL 33 CCA EIN 34-1296006 COLLECTION FUND | Recordkeeping fees Service code 64 | 33 FITCH BLVD AUSTINTOWN, OH 44515 | $14K |
| CUNI, RUST & STRENK EIN 31-1227755 ACTUARY | Actuarial Service code 11 | 4555 LAKE FOREST DR CINCINNATI, OH 45242 | $11K |
| YURCHYK & DAVIS EIN 34-1638235 AUDITOR | Accounting (including auditing) Service code 10 | 3701 BOARDMAN-CANFIELD RD 2 CANFIELD, OH 44406 | $7K |
| GREEN HAINES SGAMBATI, LPA EIN 34-1224415 ATTORNEY | Legal Service code 29 | P.O. BOX 849 YOUNGSTOWN, OH 44501 | $6K |
| PNC BANK EIN 25-1211909 INVESTMENT CUSTODIAN | Custodial (other than securities) Service code 18 | 1900 E. 9TH STREET CLEVELAND, OH 44114 | $3K |
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 | 215 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 739 | $139K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 245 | $204K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 739 | — |
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.