No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EVERSIDE, LLC EIN 45-3449075 SERVICE PROVIDOR | Other services Service code 49 | — | $965K |
| BENEFITS ADMINISTRATION CORPORATION EIN 52-1139156 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $901K |
| AMERICAN HEALTH HOLDING, INC EIN 31-1368946 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $454K |
| ZELIS CLAIMS INTEGRITY EIN 86-1040704 SERVICE PROVIDER | Contract Administrator; Direct payment from the plan Service code 13 | — | $431K |
| A&S FINANCIAL SERVICES, LLC EIN 27-4188863 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $352K |
| MARATHON HEALTH, LLC EIN 26-0103977 SERVICE PROVIDER | Other services Service code 49 | — | $316K |
| NCAS ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | 1501 S CLINTON STREET 7TH FLOOR BALTIMORE, MD 21224 | $273K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $164K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $133K |
| SILVER SCRIPTS INSURANCE COMPANY EIN 20-2833904 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $116K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $110K |
| O'DONOGHUE AND O'DONOGHUE EIN 52-0120528 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $74K |
| WESTERN ASSET MANAGEMENT COMPANY INVESTMENT MANGEMENT | Investment management fees paid directly by plan Service code 51 | 385 EAST COLORADO BLVD PASADENA, CA 91101 | $53K |
| CVS CAREMARK EIN 05-0340626 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $50K |
| SARFINO AND RHOADES, LLP EIN 52-0961657 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| GALLAGHER FIDUCIARY ADVISORS EIN 36-4291971 INVESTMENT ADVISOR | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $19K |
| NOVAK FRANCELLA EIN 61-1436956 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 INSURANCE AGENT | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $5K |
| AMALGAMATED BANK EIN 13-4920330 INVESTMENT MANAGEMENT | Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $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 | 4,232 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,012 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,244 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE | 4,216 | $284K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,216 | — |
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.