No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| E-PLAN, LLC EIN 20-3720767 NONE | Other fees Service code 99 | — | $3.5M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Contract Administrator; Claims processing Service code 12 | — | $990K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other fees Service code 99 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $758K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $364K |
| BASYS, INC. EIN 52-1796473 NONE | Other fees Service code 99 | — | $303K |
| SMITH GRAHAM EIN 76-0301817 NONE | Non-monetary compensation; Investment management fees paid directly by plan Service code 51 | — | $281K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management Service code 28 | — | $200K |
| INTECH EIN 01-0614895 NONE | Investment management Service code 28 | — | $198K |
| THE SEGAL CO. EIN 13-1835864 NONE | Consulting (general); Actuarial; Insurance brokerage commissions and fees Service code 11 | — | $193K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management Service code 28 | — | $174K |
| SALTER & COMPANY, LLC EIN 20-8078757 ACCT FOR EMPLOYEE | Accounting (including auditing) Service code 10 | — | $159K |
| ROBERT W BAIRD CO. EIN 39-6037917 NONE | Investment management Service code 28 | — | $155K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Other fees Service code 99 | 2875 SOUTH DECKER LAKE DR,SUITE 300 SALT LAKE CITY, UT 84119 | $151K |
| PIMCO EIN 33-0629048 NONE | Investment management Service code 28 | 650 NEWPORT CENTER DRIVE NEWPORT BEACH, CA 92660 | $110K |
| NIA PADMORE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| INTERCONTINENTAL REAL ESTATE CORPOR EIN 04-2895544 NONE | Investment management Service code 28 | — | $91K |
| PATRICIA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| MICHAEL JACOBSON EIN 53-0215881 EMPLOYEE | Plan Administrator Service code 14 | — | $84K |
| MARY M. ANNAN-TAYLOR EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| MARGARET THOMAS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| WESTERN ASSET MANAGEMENT EIN 95-2705767 NONE | Investment management Service code 28 | — | $79K |
| JOHN EGER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| BARBARA KEARSE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| PAMELA ROUNDTREE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| DANIEL CURRY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| BONNEY MILLER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| HOPE HARRIS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| ROBIN JACKSON-MCCREARY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| CONNIE BLUNT EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| DIANE JONES EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| LISA STATHOPOULOS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| SELINA ROOTHS-BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $53K |
| MARY WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| LATISHA YOUNG EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| NARDIA JOSEPHS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| THALIA WILSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| SHERRIA NELSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| ROBERT KAUFMANN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| SADEQUA SNOWDEN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| VARENA MAYS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| LAKISHIA THOMAS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| LAWRENCE WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| MARY SHAW EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| WILLIAM SAPP EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| NANCY CORNELL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| IGOR EPSHTEYN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| KEITH JACKSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| MARCO CONSULTING, INC. EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $36K |
| BONNIE DAVIS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
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 | 11,664 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,275 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,939 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 44,046 | $522K |
| Vision | VISION SERVICE PLAN, INC. | 17,643 | $182K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 12,112 | $340K |
| Other | AETNA LIFE INSURANCE COMPANY | 12,112 | $340K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 44,046 | — |
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.
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.