| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY3 Filed as: THE SEGAL COMPANY EASTERN STATES | 1800 M STREET NW, STE 900 S WASHINGTON, DC 20036 | HARTFORD LIFE AND ACCIDENT | — | $9K | $9K | 4.65% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Direct payment from the plan; Contract Administrator; Non-monetary compensation; Claims processing; Float revenue; Participant communication Service code 12 | — | $4.0M |
| VITECH SYSTEMS GROUP EIN 13-3785492 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.2M |
| LINEA SOLUTIONS EIN 95-4723968 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $373K |
| DELTA DENTAL EIN 94-2761537 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $328K |
| HEALTH PLAN SYSTEMS EIN 01-0589640 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $232K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $154K |
| KAREN BROWN EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $153K |
| CARLA HILL EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $119K |
| JAMES TIERNEY EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $114K |
| CIGNA BEHAVORIAL HEALTH INC EIN 41-1648670 NONE | Participant communication; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $112K |
| INFLUENCE LEADERSHIP EIN 26-1734935 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $112K |
| WITHUMSMITH & BROWN PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $97K |
| MONICA FAUNTLEROY EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $92K |
| DEVIKA MATHUR EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| TINA BARNES EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| FREDERICK ROSS EIN 36-6652520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| CATHERINE GRAY EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| LEANDRA RINGFIELD EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $70K |
| SHANNON DEAVER EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| MANAGED BUSINESS SOLUTIONS LLC EIN 20-5393711 NONE | Direct payment from the plan; Other services Service code 49 | — | $65K |
| CHANDRA WILLIAMS EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| BARBARA WILLIAMS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $55K |
| EYEMED EIN 31-1656473 | Direct payment from the plan; Insurance services Service code 23 | — | $39K |
| CRYSTAL ARMSTRONG EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $37K |
| CAREMARK EIN 95-3382344 | Direct payment from the plan; Claims processing Service code 12 | — | $37K |
| CIOHNREZNICK LLP EIN 22-1478099 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| DIANA LOTT EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| DOYLE PRINTING & OFFSETT CO INC EIN 52-1091325 NONE | Direct payment from the plan; Other services Service code 49 | — | $20K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $19K |
| PART D ADVISORS EIN 20-2595200 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $12K |
| SYSTEM DESIGN ASSOCIATES INC NONE | Other services; Direct payment from the plan Service code 49 | 900 S. HIGHWAY DR, STE 102 FENTON, MO 63026 | $8K |
| PAYCOM PAYROLL LLC EIN 26-0302465 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Float revenue; Other fees; Distribution (12b-1) fees; Custodial (securities) Service code 19 | — | $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 | 11,864 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 903 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,767 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 880 | $204K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 6,370 | $466K |
| Other | HARTFORD LIFE AND ACCIDENT | 880 | $204K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,370 | — |
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."
No prospect flags tripped on this filing.