No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Consulting fees; Direct payment from the plan; Insurance services Service code 15 | — | $105K |
| THE LOOMIS COMPANY NONE | Direct payment from the plan; Recordkeeping fees; Contract Administrator; Copying and duplicating; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Accounting (including auditing); Other services; Participant communication Service code 10 | P.O. BOX 7011 WYOMISSING, PA 196106011 | $105K |
| PAYER MATRIX NONE | Participant communication; Copying and duplicating; Contract Administrator; Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Claims processing; Other services; Recordkeeping fees Service code 10 | 1400 N PROVIDENCE ROAD, BUILDING 2, MEDIA, PA 19063 | $90K |
| HEALTHJOY, LLC NONE | Participant communication; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Direct payment from the plan Service code 10 | P.O. BOX 776932 CHICAGO, IL 606776932 | $20K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Plan Administrator; Contract Administrator; Other services; Recordkeeping fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Copying and duplicating; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| SCHOEDEL & SCHOEDEL CPAS, PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
| MYWORKPLACE, INC. NONE | Other services; Recordkeeping fees; Accounting (including auditing); Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | 400 N LOOP 1604E, SUITE 110 SAN ANTONIO, TX 78232 | $13K |
| LUCENT HEALTH SOLUTIONS, LLC EIN 39-1997579 NONE | Copying and duplicating; Accounting (including auditing); Other services; Participant communication; Claims processing; Recordkeeping fees; Direct payment from the plan; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $10K |
| PLANSOURCE BENEFITS ADMINISTRATION, NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | P.O. BOX 932330 ATLANTA, GA 311932330 | $9K |
| HINES & ASSOCIATES, INC. NONE | Direct payment from the plan; Recordkeeping fees; Contract Administrator; Copying and duplicating; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Accounting (including auditing); Other services; Participant communication Service code 10 | 115 E HIGHLAND AVE ELGIN, IL 60120 | $8K |
| CAREOPERATIVE, LLC DBA HEALTHCARE B 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 | 340 SEVEN SPRINGS WAY, SUITE 600 BRENTWOOD, TN 37027 | $8K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
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 | 212 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 237 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WASHINGTON | 687 | $334K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | 189 | $75K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY | 212 | $302K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 687 | — |
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.