| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY3 Filed as: THE SEGAL COMPANY EASTERN STATES | 1800 M STREET NW, STE 900S WASHINGTON, DC 20036 | HARTFORD LIFE AND ACCIDENT | — | $2K | $2K | 0.85% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Contract Administrator; Non-monetary compensation; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $4.6M |
| VITECH SYSTEMS GROUP EIN 13-3785492 NONE | Direct payment from the plan; Other services Service code 49 | — | $2.8M |
| IAM NATIONAL PENSION FUND EIN 51-6031295 AFFILIATE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $1.6M |
| LINEA SOLUTIONS EIN 95-4723968 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $715K |
| CAREMARK EIN 95-3382344 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $435K |
| DELTA DENTAL EIN 94-2761537 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $371K |
| COMPREHENSIVE HEALTHCARE SYSTEMS EIN 47-4496373 NONE | Direct payment from the plan; Other services Service code 49 | — | $278K |
| MANAGED BUSINESS SOLUTIONS LLC EIN 20-5393711 NONE | Other services; Direct payment from the plan Service code 49 | — | $275K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $217K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $142K |
| EMILY C NOVAK EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| EVERNORTH BEHAVORIAL HEALTH INC EIN 41-1648670 NONE | Claims processing; Participant communication; Direct payment from the plan; Contract Administrator Service code 12 | — | $119K |
| MONICA FAUNTLEROY EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| TANIA PETERSON EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $99K |
| DEVIKA MATHUR EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $89K |
| FREDRICK ROSS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| TONYA BLAKE EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| OLAYINKA ODUNTAN EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| EMILY OTT EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| CHANDRA WILLIAMS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| ASHLEY PROCTOR EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| NATASHA SHELTON EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| VELVET DRAYTON EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| CARLEEN ANDERSON GERALD EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $70K |
| WITHUM SMITH & BROWN PC EIN 22-2027092 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $70K |
| KIMBERLY RYAN EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| ALEXANDER ROGERS EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| LAKISHIA THOMAS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| COHEN WEISS & SIMON LLP EIN 13-1592323 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| EYEMED EIN 31-1656473 NONE | Sub-transfer agency fees; Insurance services Service code 23 | — | $29K |
| STEPHANIE ROSS EIN 36-6562520 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| ADVANCED MEDICAL REVIEWS EIN 59-3791598 NONE | Other services; Direct payment from the plan Service code 49 | — | $28K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $13K |
| PART D ADVISORS EIN 20-2595200 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $12K |
| MIXIEEN RANKINE EIN 36-6562520 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $7K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Distribution (12b-1) fees; Custodial (securities); Float revenue; Other fees Service code 19 | — | $6K |
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 | 12,348 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 846 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,194 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,892 | $260K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 6,474 | $529K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,892 | $260K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,474 | — |
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.