No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH, LLC EIN 84-3269071 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.7M |
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Claims processing; Other services; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.2M |
| S.C. MILLER & COMPANY EIN 35-1820020 NONE | Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $712K |
| LABOR FIRST EIN 06-1750191 NONE | Other services; Direct payment from the plan Service code 49 | — | $333K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Other services; Direct payment from the plan Service code 49 | — | $181K |
| SWORD HEALTH, INC EIN 37-1849452 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $83K |
| RED-CARD SYSTEMS, LLC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 744 OFFICE PKWY CREVE COEUR, MO 63141 | $68K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $64K |
| JOHNSON & KROL, LLC EIN 36-4342024 NONE | Direct payment from the plan; Legal Service code 29 | — | $52K |
| PNC BANK EIN 25-1211909 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $41K |
| BLACKHORSE EIN 59-3676225 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $40K |
| REGIONS BANK EIN 63-0371391 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment advisory (plan) Service code 21 | — | $38K |
| THE MAIL GROUP EIN 35-1835135 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $32K |
| SAVE-RX EIN 86-1323040 NONE | Other services; Direct payment from the plan Service code 49 | — | $31K |
| MARINER INSTITUTIONAL, FKA ANDCO EIN 59-3676225 NONE | Direct payment from the plan; Custodial (other than securities); Investment advisory (plan) Service code 18 | — | $20K |
| FORMS TECH NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 245 W. ROOSEVELT RD WEST CHICAGO, IL 60185 | $17K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
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 | 2,383 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 560 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,943 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 813 | $1.9M |
| Dental | ANTHEM BLUE CROSS BLUE SHIELD | 495 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 813 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.