No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Direct payment from the plan; Consulting fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services Service code 15 | — | $104K |
| CYPRESS BENEFIT ADMINISTRATORS, LLC EIN 39-1997579 NONE | Contract Administrator; Plan Administrator; Participant communication; Claims processing; Copying and duplicating; Recordkeeping fees; Accounting (including auditing); Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $99K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| AKESO CARE MANAGEMENT NONE | Contract Administrator; Plan Administrator; Other services; Participant communication; Claims processing; Copying and duplicating; Recordkeeping fees; Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 2960 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208 | $13K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Recordkeeping fees; Accounting (including auditing); Direct payment from the plan; Other services; Claims processing; Participant communication; Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 10 | — | $12K |
| NEW BENEFITS, LTD. EIN 75-2343577 NONE | Contract Administrator; Claims processing; Recordkeeping fees; Other services; Participant communication; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Accounting (including auditing); Copying and duplicating Service code 10 | — | $10K |
| SKY INSURANCE TECHNOLOGY, LLC NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 18 INTERCHANGE BLVD., SUITE A GREENVILLE, SC 29607 | $7K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
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 | 197 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 0 | $336K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | 0 | $0 |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 215 | $271K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 215 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.