No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC. EIN 52-1590516 NONE | Claims processing; Contract Administrator Service code 12 | — | $807K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $531K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Claims processing Service code 12 | — | $255K |
| EASTERYPARTNERS EIN 46-1599744 NONE | Investment management Service code 28 | — | $202K |
| VOYA INVESTMENT TRUST EIN 06-1440627 NONE | Investment management; Other investment fees and expenses Service code 28 | — | $194K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities); Investment management fees paid indirectly by plan; Other fees; Soft dollars commissions Service code 18 | — | $157K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $137K |
| GALLAGHER FIDUCIARY ADVISORS EIN 36-4291917 NONE | Investment advisory (plan) Service code 27 | — | $114K |
| PIMCO EIN 33-0629048 NONE | Investment management Service code 28 | — | $77K |
| DELTA DENTAL EIN 31-0685339 NONE | Claims processing Service code 12 | — | $58K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Actuarial Service code 11 | — | $50K |
| JAY YOUNGDAHL EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $36K |
| ROGER MCCLOW EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $33K |
| WELLINGTON TRUST COMPANY NA EIN 04-2755549 NONE | Other investment fees and expenses; Investment management fees paid directly by plan Service code 51 | — | $25K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $23K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal Service code 29 | — | $16K |
| BRIAN DALEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $15K |
| MICHAEL BAILEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $14K |
| BURTON & MAYER EIN 39-0192018 NONE | Copying and duplicating Service code 36 | — | $14K |
| CENTRAL CONNECTIONS NONE | Other services Service code 49 | 3907 CENTRAL AVE MIDDLETOWN, OH 45044 | $12K |
| ASMED HEALTH LLC EIN 27-4189010 NONE | Consulting (general) Service code 16 | — | $11K |
| ROGER MINOR EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| EYEMED EIN 86-0773195 NONE | Claims processing Service code 12 | — | $9K |
| RONNIE BANKS EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,720 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,720 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 2,788 | $832K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,788 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.