No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC EIN 33-0441200 NONE | Direct payment from the plan; Other fees; Claims processing; Float revenue Service code 12 | 2300 MAIN STREET IRVINE, CA 926146223 | $2.5M |
| LABOR FIRST LLC EIN 06-1750191 NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1000 MIDLANTIC DR STE 100 MT LAUREL TOWNSHIP, NJ 08054 | $415K |
| NOVARA, TESIJA & CATENACCI, PLLC EIN 38-3763096 NONE | Direct payment from the plan; Legal Service code 29 | 888 W BIG BEAVER RD 600 TROY, MI 48084 | $107K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | 11590 N MERIDIAN ST 610 CARMEL, IN 46032 | $71K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Direct payment from the plan; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 14 | 6525 CENTURION DRIVE LANSING, MI 48917 | $63K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | 11340 WHITE ROCK RD RANCHO CORDOVA, CA 95742 | $51K |
| DELTA DENTAL OF MICHIGAN EIN 38-1791480 BENEFIT ADMINISTRATOR | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 4100 OKEMOS ROAD OKEMOS, MI 48864 | $30K |
| BULTYNCK & CO., P.L.L.C. EIN 20-3920878 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 15985 CANAL ROAD CLINTON TOWNSHIP, MI 48038 | $17K |
| MORGAN STANLEY GLOBAL BANKING EIN 26-4310632 NONE | Securities brokerage; Custodial (securities); Investment advisory (plan); Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Other investment fees and expenses Service code 19 | 1585 BROADWAY AVENUE NEW YORK, NY 10036 | $10K |
| MADISON INVESTMENT ADVISORS EIN 54-2050385 NONE | Consulting (general); Direct payment from the plan Service code 16 | 550 SCIENCE DRIVE MADISON, WI 53711 | $10K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $3K |
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 | 563 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 181 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 744 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 670 | $4K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 649 | $385K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 670 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.