No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMINIST EIN 65-0498809 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Direct payment from the plan; Copying and duplicating; Other services Service code 14 | — | $1.1M |
| BENESYS EIN 55-0772752 NONE | Other services; Direct payment from the plan; Copying and duplicating; Contract Administrator Service code 13 | — | $789K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $173K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $98K |
| PNC EIN 22-1146430 NONE | Float revenue; Soft dollars commissions Service code 62 | — | $58K |
| NATIONAL INVESTMENT SERVICES NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 777 EAST WISCONSIN AVENUE MILWAUKEE, WI 53202 | $56K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 1205 WESTLAKES DRIVE SUITE 100 BERWYN, PA 19312 | $42K |
| TOP DRAWER MEDIA SOLUTIONS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 5190 NW 16TH ST MIAMI LAKES, FL 33014 | $35K |
| INTERCONTINENTAL REAL ESTATE EIN 04-3549299 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $32K |
| BHA CONSULTING LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 11414 MORNING GLORY TRAIL AUSTIN, TX 78750 | $30K |
| BOSTON PARTNERS NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | 60 E 42ND STREET 1550 NEW YORK, NY 10165 | $20K |
| WITHUMSMITH + BROWN PC NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 4600 EAST-WEST HIGHWAY 900 BETHESDA, MD 20814 | $16K |
| CRESCENT MEZZANINE PARTNERS LP EIN 47-3358654 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $14K |
| FILE FOCUS LLC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan Service code 15 | PO BOX 26 SYKESVILLE, MD 21784 | $10K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $10K |
| GLENN CROUSE TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 2010 N W 150TH AVENUE PEMBROKE PINES, FL 330282887 | $5K |
| RICHARD CHAMBERLAIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 2010 N W 150TH AVENUE PEMBROKE PINES, FL 330282887 | $5K |
| OAKTREE CAPITAL MANAGEMENT EIN 26-0189082 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $535 |
| CIGNA HEALTH & LIFE INSURANCE COMPA EIN 59-1031071 NONE | Direct payment from the plan; Named fiduciary; Participant communication; Other services; Non-monetary compensation; Claims processing; Float revenue; Contract Administrator Service code 12 | — | $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 | 2,880 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,411 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,292 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 0 | $1.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 0 | $1.2M |
| Other | HCC LIFE INSURANCE COMPANY | 3,337 | $349K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,337 | — |
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.