No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC EIN 65-1205077 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 911 RIDGEBROOK RD. SPARKS, MD 211529451 | $5.5M |
| AKMAN AND ASSOCIATES EIN 52-1358460 NONE | Legal; Direct payment from the plan Service code 29 | 1402 FRONT AVENUE LUTHERVILLE, MD 21093 | $3.0M |
| CAREFIRST BLUECROSS BLUESHIELD EIN 52-1385894 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $584K |
| HEALTH DIALOG SERVICES CORPORATION EIN 04-3274661 NONE | Contract Administrator; Direct payment from the plan Service code 13 | 60 STATE STREET, SUITE 1100 BOSTON, MA 02109 | $461K |
| CAREWISE HEALTH, INC. EIN 95-3999237 NONE | Claims processing; Direct payment from the plan Service code 12 | 9200 SHELBYVILLE RD, SUITE 400 LOUISVILLE, KY 40222 | $335K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | 1625 MASSACHUSEETS AVENUE, NW WASHINGTON, DC 20036 | $268K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | 1111 PENNSYLVANIA AVE, NW WASHINGTON, DC 20004 | $159K |
| MEDCO HEALTH SOLUTIONS EIN 22-3461740 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $117K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $105K |
| SALTER & COMPANY, LLC EIN 20-8078757 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 4600 EAST WEST HIGHWAY, SUITE 300 BETHESDA, MD 20814 | $92K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $83K |
| INVESTMENT PERFORMANCE SERVICES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 642 NEWTON YARDLEY ROAD NEWTOWN, PA 18940 | $40K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 801 NORTH BRAND BLVD., SUITE 800 GLENDALE, CA 91203 | $30K |
| HEALTHRISK RESOURCE GROUP, INC. EIN 52-2085838 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 18200 VON KARMAN AVE, STE 300 IRVINE, CA 92612 | $25K |
| HERITAGE RX, LLC NONE | Consulting fees Service code 70 | 502 WASHINGTON AVE STE 450 TOWSON, MD 21204 | $18K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1235 WESTLAKES DRIVE BERWYN, PA 19312 | $14K |
| SEGALL, BRYANT AND HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 10 S. WACKER DRIVE, SUITE 3500 CHICAGO, IL 60606 | $13K |
| PNC FINANCIAL SERVICES, INC. EIN 22-1146430 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | TWO HOPKINS PLACE BALTIMORE, MD 21201 | $4K |
| CIGNA EIN 59-1031071 NONE | Claims processing; Direct payment from the plan Service code 12 | 900 COTTAGE GROVE ROAD BLOOMFIELD, CT 06002 | $0 |
| MELLON CAPITAL MANAGEMENT EIN 25-6078093 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 50 FREMONT STREET, SUITE 3900 SAN FRANCISCO, CA 94105 | $0 |
| SEGAL SELECT INSURANCE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 11,285 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,685 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,970 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC. | 2,464 | $8.3M |
| Dental | GROUP DENTAL SERVICE OF MARYLAND, INC. | 20,636 | $6.4M |
| Vision | ADVANTICA INSURANCE COMPANY | 21,105 | $966K |
| Life insurance(3 contracts, 3 carriers) | SYMETRA LIFE INSURANCE COMPANY | 11,833 | $306K |
| Other(3 contracts, 3 carriers) | SYMETRA LIFE INSURANCE COMPANY | 11,833 | $248K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,105 | — |
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.
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.