No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAVEONSP EIN 47-3603390 NONE | Other services Service code 49 | — | $2.6M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Contract Administrator Service code 12 | — | $740K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other services Service code 49 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $708K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $550K |
| THE SEGAL CO. EIN 13-1835864 NONE | Actuarial; Consulting (general) Service code 11 | — | $455K |
| GREEN LIGHT NONE | Other services Service code 49 | 17015 NORTH SCOTTSDALE RD SCOTTSDALE, AZ 85255 | $351K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $322K |
| SMITH GRAHAM EIN 76-0301817 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $310K |
| BASYS, INC. EIN 52-1796473 NONE | Other fees Service code 99 | — | $306K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Other services Service code 49 | 2875 SOUTH DECKER LAKE DR,SUITE 300 SALT LAKE CITY, UT 84119 | $277K |
| INTERCONTINENTAL REAL ESTATE CORPOR EIN 04-2895544 NONE | Investment management Service code 28 | — | $263K |
| INTECH EIN 01-0614895 NONE | Investment management Service code 28 | — | $254K |
| NIXON PEABODY, LLP EIN 16-0764720 NONE | Legal Service code 29 | — | $243K |
| ROBERT W BAIRD CO. EIN 39-6037917 NONE | Investment management Service code 28 | — | $219K |
| COMPSYCH CORPORATION NONE | Other services Service code 49 | 455 N. CITYFRONT PLAZA DRIVE, 13TH CHICAGO, IL 606115322 | $215K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $194K |
| WESTERN ASSET MANAGEMENT EIN 95-2705767 NONE | Investment management Service code 28 | — | $185K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management Service code 28 | — | $145K |
| NIA PADMORE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $143K |
| PATRICIA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| MARY M. ANNAN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| JOHN EGER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| BONNEY MILLER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| TFG PARTNERS, LLC NONE | Other services Service code 49 | 603 STANWIX ST 1350 PITTSBURGH, PA 15222 | $84K |
| TELLIGEN EIN 42-0992483 NONE | Other services Service code 49 | — | $82K |
| DIANE JONES EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| ANNA BOSMANS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $79K |
| NARDIA JOSEPHS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| LISA STATHOPOULOS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| LATISHA YOUNG EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| VARENA MAYS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| CONSTANCE BLUNT EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| LAWRENCE WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| MADELINE BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| BARBARA WOODEN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| SELINA ROOTHS-BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| LYNNE LEVERE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| THALIA WILSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| ROBERT KAUFMANN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| NANCY CORNELL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| WHITNEY OKWUCHI EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| MARGARET COURSEY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| ASHLEY PROCTOR EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| FRANCA SOARES DE SOUZA EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| NEIL WHITE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| DANITRA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| ALICIA CRAWELY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $39K |
| JASMINE JACKSON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $35K |
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 | 15,120 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,555 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 21,675 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 51,992 | $658K |
| Vision | VISION SERVICE PLAN, INC. | 20,447 | $2.3M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 15,120 | $466K |
| Other | AETNA LIFE INSURANCE COMPANY | 15,120 | $466K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 51,992 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.