No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO EIN 42-0207865 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $108K |
| EMPLOYEE 2 EIN 36-2525679 EMPLOYEE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $51K |
| EMPLOYEE 1 EIN 36-2525679 EMPLOYEE | Employee (plan sponsor); Direct payment from the plan Service code 35 | — | $45K |
| ENVISION PHARACEUTICAL SERVICES EIN 05-0570786 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $39K |
| TELLIGEN HEALTH MANAGEMENT SOLUTION EIN 42-0992483 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $34K |
| BICC SYSTEMS, INC EIN 36-2852076 NONE | Direct payment from the plan; Other services Service code 49 | — | $29K |
| RJ LEE & ASSOCIATES EIN 36-4090984 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| ROMOLO & ASSOCIATES, CPA'S EIN 37-1077733 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| MCCARTHY CALLAS & FEENEY PC EIN 36-4184033 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| UNITED ACTUARIAL SERVICES INC EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $16K |
| MOORHEAD PATTERSON & COMPANY PC EIN 42-1092253 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $10K |
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 | 714 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 189 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 903 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 683 | $5.4M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 738 | $25K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 701 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 738 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.