No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing; Other services Service code 12 | — | $1.1M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Claims processing; Direct payment from the plan; Other insurance fees and expenses; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $566K |
| THE SEGAL COMPANY MIDWEST, INC. EIN 13-1975125 NONE | Insurance brokerage commissions and fees; Actuarial; Direct payment from the plan Service code 11 | — | $117K |
| DELTA DENTAL PLAN OF INDIANA EIN 35-1545647 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $106K |
| HAZEL COMPTON EIN 35-6028684 EMPLOYEE | Direct payment from the plan; Plan Administrator; Employee (plan) Service code 14 | — | $78K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the plan Service code 27 | — | $67K |
| REBECCA BELCHER EIN 35-6028684 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $56K |
| CYNTHIA PITMAN EIN 35-6028684 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $45K |
| DORIS FRYE EIN 35-6028684 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| KRIS LETT EIN 35-6028684 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| FILLENWARTH, DENNERLINE, ET. AL. EIN 26-2311312 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| FIFTH THIRD BANK EIN 31-0676865 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $15K |
| KMR SYSTEMS EIN 13-3192128 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $15K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $10K |
| NATIONAL LABOR SYSTEMS EIN 52-1345122 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| ZENITH AMERICAL SOLUTIONS | Other insurance fees and expenses Service code 73 | — | $7K |
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 | 2,428 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,129 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,557 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HUMANA DENTAL INSURANCE COMPANY | 908 | $505K |
| Vision | HUMANA DENTAL INSURANCE COMPANY | 908 | $505K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 908 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.