No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 31-1440175 NONE | Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $63K |
| BENESYS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | 3660 STUTZ DR, STE 101 CANFIELD, OH 44406 | $61K |
| THE SEGAL GROUP NONE | Consulting (general) Service code 16 | 1300 EAST NINTH STREET SUITE 1900 CLEVELAND, OH 44114 | $42K |
| SHEET METAL WORKERS LOCAL 33 CCA NONE | Recordkeeping fees Service code 64 | 33 FITCH BLVD AUSTINTOWN, OH 44515 | $25K |
| PACKER THOMAS EIN 34-1667340 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| CUNI, RUST & STRENK NONE | Actuarial Service code 11 | 4555 LAKE FOREST DRIVE, STE 620 CINCINNATI, OH 452423760 | $8K |
| PNC NONE | Custodial (securities) Service code 19 | P O BOX 91309 CLEVELAND, OH 44101 | $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 | 217 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF OHIO | 331 | $87K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 231 | $454K |
| Other | COMMUNITY INSURANCE COMPANY | 235 | $1K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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.