No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC EIN 52-0940029 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| ANTHEM HEALTH PLANS OF VA EIN 54-0357120 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $1.0M |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Insurance services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $482K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $338K |
| SLEVIN & HART PC EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $297K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $115K |
| CAREFIRST EIN 52-1385894 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $102K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $72K |
| BOND BEEBE PC EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $48K |
| CHEIRON EIN 13-4215617 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $22K |
| A & G HEALTHCARE SERVICES EIN 75-2738490 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $11K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $7K |
| PNC EIN 22-3470537 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $2K |
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 | 5,089 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 750 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,839 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GROUP DENTAL SERVICE OF MARYLAND, INC. | 6,978 | $2.0M |
| Vision | FIDELITY SECURITY LIFE INSURANCE | 8,505 | $264K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 5,201 | $222K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 5,201 | $222K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,505 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.