No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Other services Service code 12 | — | $1.3M |
| HELLO HEART EIN 82-3489727 NONE | Other services Service code 49 | — | $237K |
| CONIFER EIN 52-1964905 NONE | Other services Service code 49 | — | $226K |
| SWORD HEALTH EIN 37-1849452 NONE | Other services Service code 49 | — | $195K |
| LAURA DUKE EIN 35-0851694 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $130K |
| DELTA DENTAL PLAN OF INDIANA EIN 35-1545647 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $125K |
| PNC BANK EIN 22-1146430 NONE | Soft dollars commissions; Float revenue; Custodial (securities); Direct payment from the plan Service code 19 | — | $121K |
| BRIDGEWAY BENEFIT TECHNOLOGES, LLC EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $94K |
| KARA FUNK EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| WHITNEY KING EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| AMY SCHEIBLE EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| DAVID RAY EIN 35-0851694 ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $69K |
| SIERRA EIN 68-0370668 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $67K |
| JULIE BOWEN EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| LISA SMITH EIN 35-0851694 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| LEDBETTER PARTNERS LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| DEROY & DEVEREAUX EIN 38-2251232 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $56K |
| LINDSEY WHEELER EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| FARR MILLER & WASHINGTON EIN 52-1979573 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $50K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $36K |
| TRILOGY CONSULTING GROUP INC EIN 36-4016705 NONE | Other services Service code 49 | — | $35K |
| SAVRX EIN 86-1323040 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $35K |
| MARINER INSTITUTIONAL LLC EIN 59-3676225 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $34K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $25K |
| PART D ADVISORS EIN 85-3689655 NONE | Other services Service code 49 | — | $21K |
| NATIONAL INVESTMENT SERVICES LLC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $12K |
| MEDEXPERT INTERNATIONAL, INC. EIN 94-3360248 NONE | Other services Service code 49 | — | $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 | 2,634 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 675 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,309 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 863 | $1.4M |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 863 | $1.4M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,849 | $348K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,849 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.