No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE GROUP EIN 36-2739571 NONE | Float revenue Service code 62 | P.O. BOX 29675 HOT SPRINGS, AZ 71903 | $3.8M |
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services; Claims processing Service code 12 | 220 VIRGINIA AVENUE INDIANAPOLIS, IN 46204 | $1.4M |
| R & E SOFTWARE DESIGN EIN 30-0634929 NONE | Other services Service code 49 | 1620 S 7TH STREET TERRE HAUTE, IN 47802 | $257K |
| STEPHANIE MORGAN EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $134K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Other services Service code 49 | 2090 PALM BEACH LAKES BLVD. WEST PALM BEACH, FL 33409 | $83K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 NORTH MERIDIAN STREET CARMEL, IN 460324529 | $66K |
| SUSAN BAILEY EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $63K |
| MEGAN LUCAS EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $61K |
| BRITTANY MILNER EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $60K |
| SARAH DECKER EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $58K |
| LEDBETTER PARISI LLC EIN 03-0599899 NONE | Legal Service code 29 | 70 B RHOADS CENTER DRIVE CENTERVILLE, OH 45458 | $57K |
| SHANNON WOOD EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $56K |
| AMANDA COOK EIN 35-1063466 EMPLOYEE | Employee (plan) Service code 30 | P.O. BOX 3040 TERRE HAUTE, IN 47803 | $51K |
| NEUBERGER BERMAN INVESTMENT ADVISER EIN 02-0654486 NONE | Investment management Service code 28 | 1290 AVENUE OF THE AMERICAS NEW YORK, NY 10104 | $50K |
| SACKRIDER & COMPANY, INC. EIN 35-1327464 NONE | Accounting (including auditing) Service code 10 | 1925 WABASH AVENUE TERRE HAUTE, IN 47807 | $39K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Consulting (general) Service code 16 | 27 EAST JERICHO TURNPIKE MINEOLA, NY 11501 | $36K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general) Service code 16 | P.O. BOX 4092 NEW YORK, NY 10261 | $25K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 312 CENTRAL AVENUE SE MINNEAPOLIS, MN 554141074 | $24K |
| TA REALTY, LLC EIN 82-3085243 NONE | Investment management Service code 28 | 1 FEDERAL STREET, 17TH FLOOR BOSTON, MA 02110 | $18K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Consulting (general) Service code 16 | 11590 NORTH MERIDIAN STREET CARMEL, IN 46032 | $16K |
| ENGLISH & KLOTZ, INC. EIN 83-3130421 NONE | Accounting (including auditing) Service code 10 | 656 E SPRINGHILL DR TERRE HAUTE, IN 47802 | $13K |
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 | 2,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,266 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,753 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 2,542 | $302K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,542 | — |
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.