No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LAWRENCE JOHNSON EIN 52-0575721 FUND EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $128K |
| SHERRI FRIEZE EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $62K |
| SEGAL COMPANY EASTERN STATES, INC. EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | 1920 N STREET NW, SUITE 400 WASHINGTON, DC 20036 | $61K |
| BARBARA ROCK EIN 52-0575721 FUND EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $57K |
| ABATO, RUBENSTEIN & ABATO, PA EIN 52-0904713 NONE | Legal; Direct payment from the plan Service code 29 | 809 GLENEAGLES COURT, SUITE 320 BALTIMORE, MD 21286 | $53K |
| JAMIE ZICCARDI EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $47K |
| SHARON MCLAUGHLIN EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $31K |
| TIFFANY MILLER EIN 52-0575721 FUND EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $28K |
| PBMARES, LLP EIN 54-0737372 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 500 E PRATT STREET, SUITE 525 BALTIMORE, MD 21202 | $27K |
| LISA BANDY EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $27K |
| M&T TRUST CO. DBA WILMINGTON TRUST EIN 16-0538020 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Investment management Service code 21 | ONE MT PLAZA BUFFALO, NY 14203 | $16K |
| CYNTHIA LANDEFELD EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $12K |
| C.S. MCKEE, L.P. EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | ONE GATEWAY CENTER PITTSBURGH, PA 15222 | $12K |
| MIT GROUP, INC. DBA XPERTECHS EIN 52-1561537 NONE | Other fees; Direct payment from the plan Service code 50 | 5090 DORSEY HALL DRIVE ELLICOTT CITY, MD 21042 | $10K |
| INVESTMENT PERFORMANCE SERVICES INC EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | 7402 HODGSON MEMORIAL DRIVE SAVANNAH, GA 31406 | $10K |
| LAW OFFICES OF MICHAEL J. COLLINS EIN 22-2880481 NONE | Legal; Direct payment from the plan Service code 29 | PO BOX 277 7104 BITER LANE HIGHLAND, MD 20777 | $10K |
| RICHARD WOHLFORT, JR. EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $8K |
| JOHN HUGHES EIN 52-0575721 FUND EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6610 TRIBUTARY STREET BALTIMORE, MD 21224 | $8K |
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 | 1,328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 854 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,184 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,086 | $971K |
| Other | HARTFORD LIFE AND ACCIDENT | 2,086 | $971K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,086 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.