No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Float revenue; Claims processing; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $141K |
| HEALTHSCOPE BENEFITS, INC. EIN 71-0847266 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $93K |
| OGLETREE DEAKINS NASH SMOAK STUART EIN 57-1044820 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| LM HENDERSON & COMPANY EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| GENESIS BENEFIT SOLUTIONS EIN 20-4039292 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| AXIA ADVISORY CORPORATION EIN 35-1859469 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| CHARLES SCHWAB & CO, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 2423 E LINCOLN DRIVE PHOENIX, AZ 85016 | $5K |
| OSBORN, CARREIRO & ASSOCIATES, INC. NONE | Actuarial; Direct payment from the plan Service code 11 | 124 WEST CAPITOL AVENUE LITTLE ROCK, AR 72201 | $5K |
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 | 284 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 76 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 360 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 345 | $11K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 297 | $220K |
| Other | THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK | 345 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 345 | — |
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.