No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 25-1694740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $359K |
| BARR & CAMENS EIN 52-0971705 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $96K |
| ZELIS PAYMENTS, INC. EIN 45-2579291 NONE | Other fees; Direct payment from the plan Service code 50 | — | $51K |
| AHH UTILIZATION MANAGEMENT NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services; Direct payment from the plan; Consulting fees Service code 15 | 7400 W. CAMPUS RD. F-510 NEW ALBANY, OH 43054 | $49K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | 1934 WESTLEIGH DRIVE GLENVIEW, IL 60025 | $47K |
| CASCO CONSULTANTS EIN 13-3954297 NONE | Consulting (pension); Direct payment from the plan Service code 17 | — | $40K |
| CAREFIRST NETLEASE EIN 52-2129786 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $33K |
| CAREFIRST BLUE CROSS BLUE SHIELD EIN 52-1385894 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $32K |
| HALEY & ASSOCIATES EIN 55-0810153 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1205 WESTLAKES DR. SUITE 100 BERWYN, PA 19312 | $21K |
| UNITED HEALTHCARE VISION EIN 36-2739571 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $14K |
| PNC BANK NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | 300 FIFTH AVENUE PITTSBURGH, PA 15222 | $10K |
| SPECTERA, INC. EIN 52-1260282 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $9K |
| WELLS FARGO EIN 52-1940739 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $7K |
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 | 791 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 132 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 923 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 765 | $268K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 765 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.