No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 SERVICE PROVIDER | Other services; Float revenue; Claims processing; Contract Administrator Service code 12 | — | $1.0M |
| IDA INSURANCE SERVICE EIN 35-1976087 ADMIN & MARKETING SERVICE | Other investment fees and expenses; Contract Administrator; Plan Administrator Service code 13 | — | $249K |
| EPIPHANYRX EIN 04-3608530 PRESCRIPTION BENEFIT ADMI | Contract Administrator Service code 13 | — | $132K |
| NYHART EIN 35-0966414 ACTUARIAL & BILLING SERVI | Actuarial Service code 11 | — | $120K |
| EMPYREAN BENEFIT SOLUTIONS INC EIN 20-3029813 SERVICE PROVIDER | Accounting (including auditing) Service code 10 | — | $77K |
| BROWN & BROWN OF INDIANA INC EIN 35-1785187 SERVICE PROVIDER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue Service code 12 | — | $66K |
| FIRST STOP HEALTH LLC EIN 45-1542956 MEDICAL | Employee (plan) Service code 30 | — | $51K |
| BOSE MCKINNEY & EVANS LLP EIN 35-0957980 LEGAL | Legal Service code 29 | — | $51K |
| JONATHAN MAYO EIN 27-3904040 NONE | Consulting (pension) Service code 17 | — | $30K |
| NONPROFIT FINANCIAL SOLUTIONS PC EIN 20-0257445 SERVICE PROVIDER | Claims processing; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $26K |
| BRADY WARE & SCHOENFELD INC EIN 35-1476702 AUDIT/TAX SERVICES | Accounting (including auditing) Service code 10 | — | $15K |
| INGENIORX, INC. EIN 82-3062245 OTHERS | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other fees; Float revenue; Contract Administrator Service code 12 | — | -$135K |
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 | 3,042 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,042 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES INC. | 3,042 | $1.2M |
| Vision | ANTHEM INSURANCE COMPANIES INC. | 3,042 | $1.2M |
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES INC. | 3,042 | $1.2M |
| Other | EPIPHANYRX | 3,195 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,195 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.