No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, INC EIN 65-1205077 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $508K |
| CAREFIRST EIN 52-1385894 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $272K |
| CONIFER VALUE BASED CARE EIN 52-1964905 NONE | Other fees; Direct payment from the plan Service code 50 | — | $252K |
| CVS NONE | Claims processing; Direct payment from the plan Service code 12 | ONE CVS DRIVE WOONSOCKET, RI 02895 | $164K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $58K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $53K |
| WEDGE CAPITAL MGMT EIN 56-1557450 NONE | Investment management; Soft dollars commissions Service code 28 | — | $51K |
| AMERICAN CORE REALTY EIN 30-0872552 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $49K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $48K |
| MCCHESNEY & DALE, P.C. EIN 52-1842141 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| NCAS EIN 52-1330940 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $43K |
| TELEMEDICINE MANAGEMENT INC EIN 26-1306606 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $41K |
| BOLTON PARTNERS EIN 52-1231144 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $32K |
| INVESTMENT PERFORMANCE SERVICE EIN 58-2432390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $18K |
| PART D ADVISORS, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 17199 N LAUREL PARK DR 400 LIVONIA, MI 48152 | $16K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $14K |
| DOYLE PRINTING & OFFSET COMPANY NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 5206 46TH AVE HYATTSVILLE, MD 20781 | $11K |
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 | 1,194 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 388 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,582 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,582 | $651K |
| Vision | VISION SERVICE PLAN | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,582 | — |
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.
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.