No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $5.7M |
| BENESYS, INC. EIN 38-2383171 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $2.0M |
| EXPRESS SCRIPTS (MEDCO) EIN 23-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| DELTA DENTAL EIN 35-1545647 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $432K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $181K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $176K |
| PAUL BERKOWITZ & ASSOCIATES EIN 36-3780998 NONE | Direct payment from the plan; Legal Service code 29 | — | $128K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $110K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $102K |
| EVOLUTION EIN 06-1593514 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $101K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $90K |
| PNC INSTITUTIONAL SERVICES NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 101 W WASHINGTON INDIANAPOLIS, IN 46255 | $81K |
| AMERICAN GRAPHICS EIN 38-2090931 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $77K |
| MARQUETTE ASSOCIATES EIN 36-3485289 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $70K |
| PART D ADVISORS EIN 20-2595200 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $53K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Direct payment from the plan; Legal Service code 29 | — | $33K |
| PARAMETRIC DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| STEWART C. MILLER & CO., INC EIN 35-1820020 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| ASHER KELLY EIN 84-3379113 NONE | Direct payment from the plan; Legal Service code 29 | — | $14K |
| FILLENWARTH DENNERLINE GROTH & TOWE EIN 35-1091323 NONE | Direct payment from the plan; Legal Service code 29 | — | $12K |
| MACQUARIE GROUP NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 125 WEST 55TH STREET NEW YORK, NY 10019 | $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 | 10,636 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,853 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,489 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 12,215 | $928K |
| Life insurance | ANTHEM INSURANCE COMPANIES INC | 48,904 | $660K |
| 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.