No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DUNN & ASSOCIATES BENEFIT ADMIN. EIN 35-1861364 NONE | Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | 4550 MIDDLE ROAD, SUITE A COLUMBUS, IN 47202 | $374K |
| EVERCORE TRUST EIN 26-4691954 NONE | Investment advisory (participants) Service code 26 | 601 S. FIGUEROA ST. 44TH LOS ANGELES, CA 90017 | $95K |
| NATIONAL BANK OF INDIANAPOLIS EIN 35-1946825 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 107 N. PENNSYLVANIA ST. INDIANAPOLIS, IN 46204 | $85K |
| WILLIAMS & JENSEN, PLLC EIN 20-2061673 NONE | Legal Service code 29 | 701 8TH STREET,NW STE 500 WASHINGTON, DC 20001 | $72K |
| ICE MILLER EIN 35-0874357 NONE | Legal Service code 29 | 1 AMERICAN SQUARE 34TH FL INDIANAPOLIS, IN 46282 | $33K |
| VAN EPPS & ASSOCIATES, LLC EIN 58-2454599 NONE | Consulting fees Service code 70 | 10930 CRABABLE RD., 206 ROSWELL, GA 30075 | $28K |
| MEDCO HEALTH SOLUTIONS, INC. EIN 22-3461740 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 5151 BLAZER PKWY., STE. B DUBLIN, OH 43017 | $23K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial Service code 11 | 111 MONUMENT CIRCLE, 601 INDIANAPOLIS, IN 46204 | $21K |
| HORIZON CPA SERVICES, INC. EIN 20-4287594 NONE | Accounting (including auditing) Service code 10 | 9745 RANDALL DR. STE. 140 INDIANAPOLIS, IN 46280 | $14K |
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 | 1,153 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE & ANNUITY | 1,042 | $0 |
| Stop-loss / reinsurancereinsurance | GREAT MIDWEST INSURANCE COMPANY | 212 | $49K |
| Other | CLINIX | 212 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,042 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.