No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan Service code 15 | — | $88K |
| CYPRESS BENEFIT ADMINISTRATORS, LLC EIN 39-1997579 NONE | Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Recordkeeping fees; Accounting (including auditing); Contract Administrator; Direct payment from the plan; Other services; Participant communication; Claims processing Service code 10 | — | $82K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Accounting (including auditing); Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Copying and duplicating; Contract Administrator; Participant communication; Other services; Recordkeeping fees; Direct payment from the plan Service code 10 | — | $11K |
| SKY INSURANCE TECHNOLOGY, LLC NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | 531 S MAIN ST, STE 301 GREENVILLE, SC 296012500 | $7K |
| AMERICAN HEALTH HOLDINGS EIN 31-1368946 NONE | Claims processing; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Recordkeeping fees; Other services; Contract Administrator; Participant communication; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 185 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 203 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 661 | $304K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | 181 | $54K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE | 194 | $270K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 661 | — |
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.