No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZELIS CLAIMS INTEGRITY EIN 84-2694744 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.5M |
| MARATHON HEALTH, LLC EIN 84-3269071 SERVICE PROVIDER | Other services Service code 49 | — | $1.7M |
| BENEFITS ADMINISTRATION CORPORATION EIN 52-1139156 CONTRACT ADMINISTRATOR | Accounting (including auditing); Direct payment from the plan; Contract Administrator; Participant communication; Claims processing Service code 10 | — | $1.1M |
| AMERICAN HEALTH HOLDING, INC EIN 31-1368946 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $485K |
| NCAS ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | 1501 S. CLINTON STREET, 7TH FLOOR BALTIMORE, MD 21224 | $299K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $200K |
| 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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $129K |
| O'DONOGHUE AND O'DONOGHUE EIN 52-0120528 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $106K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $105K |
| CVS CAREMARK EIN 05-0340626 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $54K |
| WESTERN ASSET MANAGEMENT COMPANY INVESTMENT MANGEMENT | Contract Administrator; Direct payment from the plan Service code 13 | 385 EAST COLORADO BLVD. PASADENA, CA 91101 | $52K |
| SARFINO AND RHOADES, LLP EIN 52-0961657 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $31K |
| NOVAK FRANCELLA EIN 61-1436956 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| GALLAGHER FIDUCIARY ADVISORS EIN 36-4291971 INVESTMENT ADVISOR | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $21K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 INSURANCE AGENT | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $6K |
| AMALGAMATED BANK EIN 13-4920330 INVESTMENT MANAGEMENT | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $5K |
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 | 4,725 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,060 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,785 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE | 4,414 | $393K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,414 | — |
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.
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.