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 | $5.7M |
| AKMAN AND ASSOCIATES EIN 52-1358460 NONE | Legal; Direct payment from the plan Service code 29 | 1402 FRONT AVENUE LUTHERVILLE, MD 21093 | $2.8M |
| MEDCO HEALTH SOLUTIONS EIN 22-3461740 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $950K |
| CONIFER VALUE-BASED CARE LLC EIN 52-1964905 | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 7624 WARREN PARKWAY FRISCO, TX 75034 | $804K |
| CAREFIRST BLUECROSS BLUESHIELD EIN 52-1385894 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $669K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | 1625 MASSACHUSEETS AVENUE, NW WASHINGTON, DC 20036 | $281K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | 1701 PENNSYLVANIA AV, NW, STE 1200 WASHINGTON, DC 20006 | $93K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $91K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $87K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVENUE BETHESDA, MD 20814 | $81K |
| INVESTMENT PERFORMANCE SERVICES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 642 NEWTON YARDLEY ROAD NEWTOWN, PA 18940 | $40K |
| WOODARD INSURANCE AGENCY EIN 26-0422950 | Insurance services Service code 23 | 1704 CAROLINA BLVD TOPSAIL BEACH, NC 28445 | $34K |
| PNC FINANCIAL SERVICES, INC. EIN 22-1146430 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | TWO HOPKINS PLACE BALTIMORE, MD 21201 | $16K |
| CONFIDIO, LLC NONE | Consulting fees Service code 70 | 502 WASHINGTON AVE STE 450 TOWSON, MD 21204 | $13K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1235 WESTLAKES DRIVE BERWYN, PA 19312 | $12K |
| 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 | $12K |
| SEGALL, BRYANT AND HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 10 S. WACKER DRIVE, SUITE 3500 CHICAGO, IL 60606 | $12K |
| MELLON CAPITAL MANAGEMENT EIN 25-6078093 NONE | Investment management fees paid directly by plan; Investment management 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 | 10,296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,349 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,645 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC. | 7,368 | $7.3M |
| Dental | GROUP DENTAL SERVICE OF MARYLAND, INC. | 0 | $2.2M |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance(2 contracts) | SYMETRA LIFE INSURANCE COMPANY | 10,843 | $222K |
| Other(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 10,843 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,843 | — |
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.