| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAMBA BENEFIT PLAN EIN 52-1074154 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $1.9M |
| MAINLINE INFORMATION SYSTEMS NONE | Direct payment from the plan; Other services Service code 49 | 1700 SUMMIT LAKE DRIVE TALLAHASSEE, FL 32317 | $910K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $570K |
| RAM TECHNOLOGIES NONE | Other services; Direct payment from the plan Service code 49 | 275 COMMERCE DRIVE SUITE 100 FORT WASHINGTON, PA 19034 | $551K |
| OPTUM, INC. EIN 30-0580620 NONE | Direct payment from the plan; Other services Service code 49 | — | $501K |
| PNC INSTITUTIONAL INVESTMENTS EIN 25-1211909 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $478K |
| COUNTERPOINT SOFTWARE INC EIN 51-0300805 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $460K |
| BALMAR INC (HBP) EIN 04-3725251 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $182K |
| CAROUSEL INDUSTRIES OF NORTH AMERIC EIN 06-1502254 NONE | Direct payment from the plan; Other services Service code 49 | — | $169K |
| WITHUMSMITH+BROWN PC EIN 22-2027092 NONE | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $143K |
| OPTUMINSIGHT, INC EIN 41-1858498 NONE | Direct payment from the plan; Other services Service code 49 | — | $132K |
| ERMER & SUTER, PLLC EIN 26-1616418 DAVID ERMER-SECRETARY BOD | Legal; Direct payment from the plan Service code 29 | — | $102K |
| WINDSTREAM NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 9001013 LOUISVILLE, KY 40290 | $100K |
| HUBBARD RADIO WASHINGTON DC,LLC NONE | Other services; Direct payment from the plan Service code 49 | 5425 WISCONSIN AVE 5TH FLOOR CHEVY CHASE, MD 20815 | $90K |
| EYEMED VISION CARE EIN 80-0773195 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $89K |
| MARY LIVINGSTON NONE | Consulting (general); Direct payment from the plan Service code 16 | 1406 KNIGHTSBRIDGE TURN CROFTON, MD 21114 | $78K |
| GUIDEPOINT SECURITY LLC NONE | Direct payment from the plan; Other services Service code 49 | 2201 COOPERATIVE WAY SUITE 225 HERNDON, VA 20171 | $70K |
| CIGNA EIN 59-1031071 NONE | Other services; Named fiduciary; Float revenue; Claims processing; Participant communication; Contract Administrator; Direct payment from the plan; Non-monetary compensation Service code 12 | — | $69K |
| HYLAND SOFTWARE, INC EIN 64-1699247 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan Service code 15 | — | $48K |
| WILLIAM P O'HANLON PRESIDENT, SAMBA BOD | Direct payment from the plan; Trustee (individual); Consulting (general) Service code 16 | 2496 DURHAM PLACE JEFFERSONTON, VA 22724 | $46K |
| TYCO FIRE AND SECURITY MANAGEMENT EIN 80-0706067 NONE | Direct payment from the plan; Other services Service code 49 | — | $38K |
| DATABANK HOLDINGS EIN 83-0409949 NONE | Other services; Direct payment from the plan Service code 49 | — | $28K |
| CRAYON SOFTWARE EXPERTS LLC EIN 47-2237420 NONE | Direct payment from the plan; Other services Service code 49 | — | $27K |
| HOUSE OF PRINTING INC EIN 52-0942907 NONE | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | — | $18K |
| NTIRETY, INC EIN 26-4826233 NONE | Direct payment from the plan; Other services Service code 49 | — | $17K |
| LYNN CHANG NONE | Consulting (general); Direct payment from the plan Service code 16 | 114 BECKWITH STREET GAITHERSBURG, MD 20878 | $17K |
| ZIXCORP SYSTEMS INC NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 650823 DALLAS, TX 75265 | $13K |
| JOHN MARTUCCI NONE | Accounting (including auditing); Consulting (general); Direct payment from the plan Service code 10 | 405 NAUTICAL LANE OCEAN CITY, MD 21842 | $12K |
| MULETOWN MEDIA LLC NONE | Direct payment from the plan; Other services Service code 49 | 3790 TUPELO CHURCH LN MOUNT PLEASANT, SC 29429 | $10K |
| MITCHELL I. SEROTA & ASSOCIATES INC EIN 36-3266002 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $9K |
| PROMOSANDLOGOS.COM INC EIN 20-1951023 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| FULFILLMENT SOLUTIONS INC EIN 54-1899136 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $6K |
| COMMONWEALTH DIGITAL OFFICE NONE | Other services; Direct payment from the plan Service code 49 | 21205 RIDGETOP CIRCLE STERLING, VA 20166 | $5K |
| VW BROWN INSURANCE SERVICE LLC EIN 26-0274369 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $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 | 104,373 | 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. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 104,373 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 4,980 | $1.8M |
| Life insurance(2 contracts) | RELIASTAR LIFE INSURANCE COMPANY | 90,641 | $12.0M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 12,000 | $6.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 90,641 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.