No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Other services; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $3.9M |
| BENESYS, INC. EIN 38-2383171 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $2.2M |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $799K |
| DELTA DENTAL EIN 35-1545647 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $416K |
| EXPRESS SCRIPTS (MEDCO) EIN 23-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $411K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $166K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $153K |
| REAL ESTATE INVESTMENT TRUST EIN 58-2364506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $109K |
| EVOLUTION EIN 06-1593514 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $95K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $86K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $85K |
| PAUL BERKOWITZ & ASSOCIATES EIN 36-3780998 NONE | Direct payment from the plan; Legal Service code 29 | — | $80K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $70K |
| PNC INSTITUTIONAL SERVICES NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 101 W WASHINGTON INDIANAPOLIS, IN 46255 | $63K |
| AMERICAN GRAPHICS EIN 38-2090931 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $60K |
| MACQUARIE GROUP NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 125 WEST 55TH STREET NEW YORK, NY 10019 | $31K |
| FILLENWARTH DENNERLINE GROTH & TOWE EIN 35-1091323 NONE | Direct payment from the plan; Legal Service code 29 | — | $30K |
| CLIFTON DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $21K |
| STEWART C. MILLER & CO., INC. EIN 35-1820020 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
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 | 10,255 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,736 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,991 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 12,105 | $925K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 48,904 | $671K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 48,904 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.