No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $127K |
| HEALTHSCOPE BENEFITS, INC. EIN 71-0847266 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $89K |
| OGLETREE DEAKINS NASH SMOAK STUART EIN 57-1044820 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| GENESIS BENEFIT SOLUTIONS EIN 20-4039292 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| LM HENDERSON & COMPANY EIN 20-5520612 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| AXIA ADVISORY CORPORATION EIN 35-1859469 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| NYHART EIN 35-0966414 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $9K |
| CHARLES SCHWAB & CO, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 2423 E LINCOLN DRIVE PHOENIX, AZ 85016 | $7K |
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 | 254 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 72 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 326 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HCC LIFE INSURANCE COMPANY | 306 | $222K |
| Life insurance | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 319 | $26K |
| Other | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 319 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 319 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.