No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VITORI HEALTH EIN 85-4253126 NONE | Claims processing Service code 12 | — | $1.1M |
| AEGIS ADMINISTRATIVE SERVICES, INC. EIN 04-3701774 NONE | Contract Administrator Service code 13 | — | $234K |
| AITHER HEALTH, LLC EIN 84-2273042 NONE | Other insurance fees and expenses; Other services; Participant communication Service code 38 | — | $112K |
| REILLY, PENNER & BENTON LLP EIN 39-0747409 NONE | Accounting (including auditing) Service code 10 | 1233 N. MAYFAIR ROAD SUITE 302 MILWAUKEE, WI 53226 | $34K |
| RBC CAPITAL NONE | Investment management Service code 28 | 200 VESEY STREET, 9TH FLOOR NEW YORK, NY 10281 | $15K |
| JACOBS BURNS ORLOVE & HERNANDEZ EIN 36-2425981 NONE | Legal Service code 29 | — | $15K |
| WILLIAM EINHORN NONE | Named fiduciary; Consulting (general) Service code 16 | 727 BUCK LANE HAVERFORD, PA 19401 | $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 | 463 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 463 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GREAT MIDWEST INSURANCE COMPANY | 0 | $487K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.