No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JOINT INDUSTRY BOARD EIN 13-0891035 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $9.0M |
| MAGNACARE EIN 11-3410766 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $4.0M |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $317K |
| CLICK SAFETY.COM, INC. EIN 94-3336523 NONE | Direct payment from the plan; Other services Service code 49 | — | $305K |
| ALLIANT INSURANCE SERVICES INC. EIN 33-0785439 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $265K |
| INSIGHT NORTH AMERICA LLC EIN 82-0983489 NONE | Investment management; Direct payment from the plan Service code 28 | — | $217K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 13-3180631 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Non-monetary compensation; Investment management; Other commissions Service code 28 | — | $147K |
| JW SOFTWARE, INC. EIN 27-0078475 NONE | Other services; Direct payment from the plan Service code 49 | — | $114K |
| HANDLED CLAIMS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1767 PEAR LOOP JUNCTION CITY, OR 97448 | $100K |
| HARLEYSVILLE PREFERRED INSURANCE CO EIN 23-2384978 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $72K |
| ELLIOT T. HETCH NONE | Consulting (general); Direct payment from the plan Service code 16 | 158-11 HARRY VAN ARSDALE JR. AVE. FLUSHING, NY 11365 | $66K |
| MYCOMPLY US INC EIN 84-1846590 NONE | Direct payment from the plan; Other services Service code 49 | — | $65K |
| DEUTSCHE BANK EIN 13-6065488 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $46K |
| IN-TEC INC EIN 23-2458429 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| FABIANI COHEN & HALL LLP EIN 14-1851894 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| WRIGHT RISK MANAGEMENT, LLC EIN 26-2903226 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $20K |
| WILSON ELSER MOSKOWITZ ET. AL. EIN 13-2679447 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| CARD QUEST EIN 80-0079626 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $16K |
| ISO-CLAIMS PARTNERS, INC EIN 20-5722557 NONE | Other services; Direct payment from the plan Service code 49 | — | $15K |
| PATSON BAGEL INC EIN 93-4667038 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| APPELLATE INNOVATIONS LLC EIN 20-0329529 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| LEWIS JOHS AVALLONE AVILES LLP EIN 11-3168894 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Direct payment from the plan; Investment management Service code 28 | — | $12K |
| MILBER MAKRIS PLOUSADIS & SEIDEN EIN 11-3431286 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| LEGACY OFFICE SOLUTIONS, LLC EIN 46-0818763 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| JONES JONES LLC EIN 45-3071674 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| ALICARE INC. / ALIGRAPHICS EIN 13-3432221 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $7K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Float revenue; Distribution (12b-1) fees; Other fees; Investment management; Trustee (directed); Direct payment from the plan Service code 25 | — | $7K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment management Service code 28 | — | $6K |
| IMPALA PRESS, LTD EIN 11-2209120 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $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 | 11,592 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,592 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance(5 contracts, 5 carriers) | SAFETY NATIONAL CASUALTY CORP | 11,592 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,592 | — |
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."
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.