No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIED BENEFIT SYSTEMS, LLC EIN 36-3086057 MEDICAL PLAN TPA | Claims processing; Contract Administrator Service code 12 | — | $74K |
| BUKATY COMPANIES LLC EIN 48-1224371 AGENT/BROKER | Insurance agents and brokers Service code 22 | 4601 COLLEGE BLVD STE 100 LEAWOOD, KS 66211 | $66K |
| CLEAR HEALTH STRATEGIES RBP REPRICING VENDOR | Claims processing; Contract Administrator Service code 12 | 9990 COCONUT ROAD OFFICE 301 BONITA SPRINGS, FL 34134 | $10K |
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 | 158 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | GREAT MIDWEST INSURANCE COMPANY | 158 | $312K |
| Stop-loss / reinsurancereinsurance | GREAT MIDWEST INSURANCE COMPANY | 158 | $312K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 158 | — |
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.