No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PREFERRED ONE EIN 41-1846481 NONE | Claims processing Service code 12 | — | $138K |
| WILSON MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator Service code 13 | — | $90K |
| DIANE JOHNSON EIN 41-0855601 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| NINA FREDRICKSON EIN 41-0855601 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| ANDREW & BRANSKY, P.A. EIN 41-1502219 NONE | Legal Service code 29 | — | $57K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $51K |
| VICTORIA JAHR EIN 41-0855601 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Actuarial Service code 11 | — | $14K |
| NORTH SHORE INVESTMENTS & TRUST EIN 41-0138390 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $11K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Claims processing; Other fees; Float revenue; Other services Service code 12 | — | $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 | 587 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 79 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 666 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | PREFERREDONE INSURANCE COMPANY | 1,746 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,746 | — |
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.