| 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 | — | $1K | $1K | 0.62% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Float revenue; Claims processing; Participant communication; Contract Administrator; Direct payment from the plan; Non-monetary compensation Service code 12 | — | $4.1M |
| VITECH SYSTEMS GROUP EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $2.3M |
| IAM NATIONAL PENSION FUND EIN 51-6031295 RELATED BENEFIT FUND | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.3M |
| LINEA SOLUTIONS EIN 95-4723968 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $490K |
| RIGHTPATH RESOURCES INC EIN 58-2388801 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $387K |
| DELTA DENTAL EIN 94-2761537 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $342K |
| CAREMARK EIN 95-3382344 | Direct payment from the plan; Claims processing Service code 12 | — | $224K |
| HEALTH PLAN SYSTEMS EIN 01-0589640 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $221K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $211K |
| KAREN BROWN EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $164K |
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $122K |
| JAMES TIERNEY EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| MONICA FAUNTLEROY EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| DEVIKA MATHUR EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| FREDERICK ROSS EIN 36-6652520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $92K |
| OLAYINKA ODUNTAN EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| TONYA Y BLAKE EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| LATONYA L DEMPSEY EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| DEMETRICE OXLEY EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| CHANDRA WILLIAMS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $73K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $72K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $70K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $59K |
| NICOLE VELEZ EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| CRYSTAL L BRYANT EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| CARLEEN ANDERSON-GERALD EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| INFLUENCE LEADERSHIP EIN 26-1734935 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $50K |
| TANNYA T HOOD EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| COMPREHENSIVE HEALTHCARE SYSTEMS NONE | Other services; Direct payment from the plan Service code 49 | 2025 LINCOLN HWY EDISON, NJ 08817 | $40K |
| TWANDA SMITH EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| EYEMED EIN 31-1656473 | Insurance services; Direct payment from the plan Service code 23 | — | $26K |
| MANAGED BUSINESS SOLUTIONS LLC EIN 20-5393711 NONE | Other services Service code 49 | — | $26K |
| DATA CANOPY EIN 27-0404042 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| SYSTEM DESIGN ASSOCIATES INC NONE | Other services; Direct payment from the plan Service code 49 | 900 S. HIGHWAY DR, STE 102 FENTON, MO 63026 | $16K |
| PART D ADVISORS EIN 20-2595200 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $12K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| PAYCOM PAYROLL LLC EIN 26-0302465 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| DOYLE PRINTING & OFFSETT CO INC EIN 52-1091325 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $6K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $6K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Other fees; Distribution (12b-1) fees; Float revenue 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 | 12,173 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 934 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 924 | $227K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 7,147 | $303K |
| Other | HARTFORD LIFE AND ACCIDENT | 924 | $227K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,147 | — |
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.