No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MI EIN 38-2069753 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.7M |
| DELTA DENTAL NONE | Direct payment from the plan; Other insurance fees and expenses Service code 50 | 06082 COLLECTIONS CENTER DRIVE CHICAGO, IL 60673 | $144K |
| REINHART, BOERNER, ET AL EIN 39-1761679 NONE | Legal; Direct payment from the plan Service code 29 | — | $132K |
| SLEVIN AND HART EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $85K |
| BHA CONSULTING, INC. EIN 26-1384808 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $65K |
| DENNIS G. JENKINS, C.P.A., LLC EIN 20-5886120 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| VISION SERVICES PLAN NONE | Direct payment from the plan; Claims processing Service code 12 | 333 QUALITY DRIVE RANCHO CORDOVA, CA 34362 | $24K |
| METZLER, LOCRICCHIO, SERRA EIN 02-0786915 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 0 | $369K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 0 | $612K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 0 | $612K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.