No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NEWPORT TRUST COMPANY EIN 27-4411131 NONE | Investment advisory (participants) Service code 26 | — | $86K |
| ICE MILLER EIN 35-0874357 NONE | Legal Service code 29 | — | $77K |
| NATIONAL BANK OF INDIANAPOLIS EIN 35-1946825 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $75K |
| UNITED HEALTHCARE EIN 39-1995276 NONE | Claims processing Service code 12 | — | $40K |
| VAN EPPS & ASSOCIATES, LLC EIN 58-2454599 NONE | Consulting fees Service code 70 | — | $21K |
| HORIZON CPA SERVICES, INC. EIN 20-4287594 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| MILLIMAN USA EIN 84-1258947 NONE | Actuarial Service code 11 | — | $19K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 657 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 657 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE & ANNUITY | 787 | $0 |
| Stop-loss / reinsurancereinsurance | GREAT MIDWEST INSURANCE COMPANY | 88 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 787 | — |
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.