No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| E-PLAN, LLC EIN 20-3720767 NONE | Other fees Service code 99 | — | $2.6M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.1M |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other fees Service code 99 | 7400 WEST CAMPUS ROAD NNEW ALBANY, OH 43054 | $739K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 NONE | Other fees Service code 99 | — | $490K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 650 NEWPORT CENTER DRIVE NEWPORT BEACH, CA 92660 | $434K |
| THE SEGAL CO. EIN 13-1835864 NONE | Consulting (general); Actuarial; Insurance brokerage commissions and fees Service code 11 | — | $339K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $326K |
| INTECH EIN 01-0614895 NONE | Investment management Service code 28 | — | $277K |
| BASYS, INC. EIN 52-1796473 NONE | Other fees Service code 99 | — | $272K |
| SMITH GRAHAM EIN 76-0301817 NONE | Investment management fees paid directly by plan; Non-monetary compensation Service code 51 | — | $265K |
| LOOIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $216K |
| SALTER & COMPANY, LLC EIN 20-8078757 ACCT FOR EMPLOYEE | Accounting (including auditing) Service code 10 | — | $155K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Other fees Service code 99 | — | $154K |
| NIA PADMORE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| PATRICIA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $89K |
| MARGARET THOMAS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| MICHAEL JACOBSON EIN 53-0215881 EMPLOYEE | Plan Administrator Service code 14 | — | $79K |
| MARY M. ANNAN-TAYLOR EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| BARBARA KEARSE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| PAMELA ROUNDTREE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| LAURA ROBINSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| JOHN EGER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| DANIEL CURRY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| CONNIE BLUNT EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| BONNEY MILLER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| SELINA ROOTHS-BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| HOPE HARRIS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| LISA STATHOPOULOS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| ROBIN JACKSON-MCCREARY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| DIANE JONES EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $53K |
| THALIA WILSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| MARY WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| NARDIA JOSEPHS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| SHERRIA NELSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| LATISHA YOUNG EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| ROBERT KAUFMANN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| MARY SHAW EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| SADEQUA SNOWDEN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| VARENA MAYS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| LAKISHIA THOMAS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| NIXON PEABODY, LLP EIN 16-0764720 NONE | Legal Service code 29 | — | $44K |
| LAWRENCE WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| IGOR EPSHTEYN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| WILLIAM SAPP EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| MARCO CONSULTING, INC. EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| JASMINE KEARSE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| NANCY CORNELL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| BONNIE DAVIS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| KEITH JACKSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
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 | 11,290 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,144 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,434 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN, INC. | 17,039 | $176K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 11,764 | $330K |
| Other | AETNA LIFE INSURANCE COMPANY | 11,764 | $330K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,434 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.