No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEGALL, BRYANT & HAMILL EIN 41-1788385 NONE | Consulting (general) Service code 16 | — | $176K |
| JULIE LAGE EIN 36-6157689 EMPLOYEE OF EMPLOYER | Contract Administrator Service code 13 | — | $103K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $74K |
| REINHART BOERNER VANDUEREN EIN 39-1126909 NONE | Legal Service code 29 | — | $62K |
| JODY LENTZ EIN 36-6157689 EMPLOYEE OF EMPLOYER | Contract Administrator Service code 13 | — | $49K |
| IMA, INC. EIN 20-2557329 NONE | Consulting (general) Service code 16 | — | $30K |
| REILLY, PENNER & BENTON LLP EIN 39-0747409 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| NYHART EIN 35-0966414 NONE | Actuarial Service code 11 | — | $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 | 636 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 636 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 636 | $27K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 577 | $292K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 636 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 636 | — |
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.