No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV-RX EIN 47-0527013 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.8M |
| EVERSIDE HEALTH LLC EIN 45-3449075 NONE | Direct payment from the plan; Other fees Service code 50 | — | $336K |
| ANTHEM INSURANCE COMPANIES EIN 35-0788155 NONE | Other services; Direct payment from the plan; Contract Administrator; Claims processing; Float revenue Service code 12 | — | $324K |
| ARNOLD AND KADJAN EIN 36-2498571 NONE | Legal; Direct payment from the plan Service code 29 | — | $260K |
| BENISTAR INC. NONE | Direct payment from the plan; Other services Service code 49 | 10 TOWER LN AVON, CT 06001 | $175K |
| UMR, INC. EIN 39-1995276 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | — | $171K |
| MARK MCCLESKEY EIN 35-6073275 FUND ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| HEALTHSCOPE BENEFITS, INC. EIN 71-0847266 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $98K |
| EAGAN & ASSOCIATES PC EIN 35-2079674 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $72K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $69K |
| JACOB SWITZER EIN 35-6073275 FUND ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | — | $40K |
| RICHARD J. WOLF AND COMPANY, INC. EIN 36-3182363 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $40K |
| CAPTRUST EIN 26-0058143 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $22K |
| VIRTUAL INNOVATIONS EIN 27-3239893 NONE | Other services; Direct payment from the plan Service code 49 | — | $17K |
| MCM CPA & ADVISORS, LLP EIN 27-1235638 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $9K |
| THE THOMPSON GROUP NONE | Insurance services; Direct payment from the plan Service code 23 | 7116 E 71ST STREET INDIANAPOLIS, IN 46256 | $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 | 1,080 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 53 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,133 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,096 | $74K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 1,080 | $543K |
| Other(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 1,096 | $250K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,096 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.