No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 43-1257251 CLAIMS PROCESSING | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $393K |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 THIRD PARTY ADMINISTRATOR | Direct payment from the plan; Contract Administrator; Accounting (including auditing); Claims processing Service code 10 | — | $249K |
| ARNOLD, NEWBOLD, WINTER & JACKSON EIN 43-1174269 FUND ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $78K |
| CONSTRUCTION BENEFIT AUDIT CORP EIN 43-1244218 FIELD AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $73K |
| LEEHAR DISTRIBUTORS INC EIN 43-0912223 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $70K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 PLAN CONSULTANT | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $41K |
| SUMMERS, SPENCER & COMPANY PA EIN 48-1215584 FUND AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $20K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $14K |
| SEGAL ROGERSCASEY EIN 13-2646110 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $9K |
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 | 868 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 198 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,066 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BLUEKC | 1,048 | $53K |
| Other | MEDICAL EXCESS | 1,048 | $230K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,048 | — |
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."
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.