No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | — | $1.9M |
| VALENZ CARE EIN 81-5149270 NONE | Claims processing Service code 12 | — | $190K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | — | $112K |
| LYNETTE S. ALLEN EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $85K |
| MILLIMAN, INC EIN 91-0675641 SEE STMT. (2) | Actuarial Service code 11 | — | $77K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 SEE STMT. (2) | Other fees Service code 99 | — | $77K |
| BUCHBINDER TUNICK & CO. LLP EIN 13-1578842 SEE STMT. (1) | Accounting (including auditing) Service code 10 | — | $75K |
| JOHNSON & KROL EIN 36-4342024 SEE STMT. (1) | Legal Service code 29 | — | $68K |
| SONIA RIOS EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $60K |
| DAISY M. SERRANO CRUZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $48K |
| M.D. SASS LLC EIN 13-2703405 NONE | Investment management Service code 28 | — | $39K |
| ARISTOTLE CREDIT PARTNERS LLC EIN 46-4179556 NONE | Investment management Service code 28 | — | $33K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 SEE STMT. (2) | Investment advisory (plan) Service code 27 | — | $31K |
| GABRIELA RAMIREZ EIN 36-2376645 NONE | Employee (plan) Service code 30 | — | $28K |
| CHANGE HEALTHCARE SOLUTIONS LLC EIN 20-5716594 NONE | Claims processing Service code 12 | — | $23K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management Service code 28 | — | $20K |
| EVERACTIVE SOLUTIONS EIN 27-0988892 SEE STMT. (2) | Consulting (general) Service code 16 | — | $18K |
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 | 4,882 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,903 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,612 | $232K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,612 | — |
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.