No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.5M |
| EXPRESS SCRIPTS (MEDCO) EIN 23-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $2.3M |
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.1M |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $959K |
| DELTA DENTAL EIN 35-1545647 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $433K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $177K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $159K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $152K |
| PNC INSTITUTIONAL SERVICES EIN 22-1146430 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 101 W WASHINGTON INDIANAPOLIS, IN 46255 | $151K |
| JOHNSON & KROL EIN 36-4342024 NONE | Direct payment from the plan; Legal Service code 29 | — | $148K |
| EVOLUTION EIN 06-1593514 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $121K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $120K |
| ASHER KELLY EIN 84-3379113 NONE | Direct payment from the plan; Legal Service code 29 | — | $99K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $98K |
| AMERICAN GRAPHICS EIN 38-2090931 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $88K |
| MARQUETTE ASSOCIATES EIN 36-3485289 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $53K |
| ZELIS HEALTHCARE CORP EIN 47-4319823 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $46K |
| PARAMETRIC DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
| PART D ADVISORS EIN 20-2595200 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $19K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 11,403 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,733 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,136 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 12,282 | $1.1M |
| Life insurance | ANTHEM INSURANCE COMPANIES INC | 48,904 | $653K |
| 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.