No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LUCENT HEALTH SOLUTIONS, LLC EIN 39-1997579 NONE | Claims processing; Plan Administrator; Accounting (including auditing); Recordkeeping fees; Contract Administrator; Other services; Participant communication; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $112K |
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Consulting fees; Direct payment from the plan; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $98K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| HEALTHJOY, LLC NONE | Other services; Participant communication; Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | P.O. BOX 776932 CHICAGO, IL 606776932 | $17K |
| PLANSOURCE BENEFITS ADMINISTRATION, NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Direct payment from the plan Service code 10 | P.O. BOX 932330 ATLANTA, GA 311932330 | $14K |
| AKESO CARE MANAGEMENT NONE | Contract Administrator; Copying and duplicating; Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Recordkeeping fees; Accounting (including auditing); Other services; Plan Administrator Service code 10 | 2960 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208 | $13K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Contract Administrator; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Copying and duplicating; Claims processing; Accounting (including auditing); Recordkeeping fees; Participant communication Service code 10 | — | $13K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| FIRST CAPITOL CONSULTING, INC. NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Accounting (including auditing) Service code 10 | 3530 WILSHIRE BLVD, SUITE 1460 LOS ANGELES, CA 90010 | $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 | 185 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 215 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 620 | $325K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | 186 | $91K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 214 | $290K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 620 | — |
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.