| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DELAWARE VALLEY HEALTH CARE3 Filed as: DELAWARE VALLEY HEALTH CARE COALITI | 2980 SOUTHAMPTON RD PHILADELPHIA, PA 19154 | DELTA DENTAL OF PENNSYLVANIA | $3K | — | $3K | 0.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WPAS, INC. EIN 91-1363171 NONE | Accounting (including auditing); Contract Administrator; Direct payment from the plan; Claims processing; Plan Administrator Service code 10 | — | $466K |
| ZELIS CLAIMS INTEGRITY EIN 86-1040704 NONE | Direct payment from the plan; Other services Service code 49 | — | $146K |
| CAREFIRST OF MARYLAND, INC. EIN 52-1385894 NONE | Insurance services; Claims processing; Other services; Direct payment from the plan Service code 12 | — | $119K |
| AMERICAN HEALTH HOLDING INC EIN 31-1368946 NONE | Direct payment from the plan; Other services Service code 49 | — | $97K |
| BHA CONSULTING LLC EIN 26-1384808 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $54K |
| CALIBRE CPA GROUP EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $49K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 NONE | Claims processing; Plan Administrator; Direct payment from the plan Service code 12 | — | $26K |
| PRINCIPAL CUSTODY SOLUTIONS NONE | Custodial (securities); Direct payment from the plan Service code 19 | 510 N VALLEY MILLS DR STE 400 WACO, TX 76710 | $19K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Other services Service code 49 | — | $18K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5731067 NONE | Other services; Direct payment from the plan Service code 49 | — | $17K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management; Named fiduciary; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $8K |
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 | 847 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 75 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 922 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 2,361 | $670K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 958 | $264K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,361 | — |
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."
No prospect flags tripped on this filing.