No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Float revenue Service code 62 | — | $4.1M |
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan Service code 50 | — | $2.0M |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Direct payment from the plan Service code 50 | — | $752K |
| EXPRESS SCRIPTS (MEDCO) EIN 23-3461740 NONE | Direct payment from the plan Service code 50 | — | $480K |
| DELTA DENTAL EIN 35-1545647 NONE | Direct payment from the plan Service code 50 | — | $428K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Direct payment from the plan Service code 50 | — | $179K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management fees paid directly by plan Service code 51 | — | $168K |
| REAL ESTATE INVESTMENT TRUST EIN 58-2364506 NONE | Investment management fees paid directly by plan Service code 51 | — | $110K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan Service code 50 | — | $108K |
| PAUL BERKOWITZ & ASSOCIATES EIN 36-3780998 NONE | Direct payment from the plan Service code 50 | — | $96K |
| EVOLUTION EIN 06-1593514 NONE | Direct payment from the plan Service code 50 | — | $89K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Direct payment from the plan Service code 50 | — | $88K |
| AMERICAN GRAPHICS EIN 38-2090931 NONE | Direct payment from the plan Service code 50 | — | $83K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan Service code 50 | — | $70K |
| PNC INSTITUTIONAL SERVICES NONE | Investment management fees paid directly by plan Service code 51 | 101 W WASHINGTON INDIANAPOLIS, IN 46255 | $67K |
| STEWART C. MILLER & CO., INC EIN 35-1820020 NONE | Direct payment from the plan Service code 50 | — | $39K |
| MACQUARIE GROUP NONE | Investment management fees paid directly by plan Service code 51 | 125 WEST 55TH STREET NEW YORK, NY 10019 | $25K |
| FILLENWARTH DENNERLINE GROTH & TOWE EIN 35-1091323 NONE | Direct payment from the plan Service code 50 | — | $24K |
| CLIFTON DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management fees paid directly by plan Service code 51 | — | $23K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management fees paid directly by plan Service code 51 | — | $12K |
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 | 10,503 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,890 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,393 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 12,457 | $929K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 48,904 | $657K |
| 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.