No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SPRING CARE INC. NONE | Consulting (general) Service code 16 | 60 MADISON AVE NEW YORK, NY 10010 | $1.1M |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other services Service code 49 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $820K |
| HINGE HEALTH INC. NONE | Other fees Service code 99 | 455 MARKET STREET, SUITE 700 SAN FRANCSICO, CA 94105 | $775K |
| HEALTH GAUGE NONE | Other fees Service code 99 | — | $608K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $501K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment advisory (plan); Investment management Service code 27 | — | $453K |
| THE SEGAL CO. EIN 13-1835864 NONE | Actuarial; Consulting (general) Service code 11 | — | $434K |
| NIA PADMORE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $336K |
| 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 | $306K |
| BASYS, INC. EIN 52-1796473 NONE | Other fees Service code 99 | — | $288K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $264K |
| SAVEONSP EIN 47-3603390 NONE | Other services Service code 49 | — | $260K |
| INTERCONTINENTAL REAL ESTATE CORPOR EIN 04-2895544 NONE | Investment management Service code 28 | — | $253K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $225K |
| PATRICIA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $223K |
| JOHN EGER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $179K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Investment advisory (plan) Service code 27 | — | $165K |
| SMITH GRAHAM EIN 76-0301817 NONE | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $147K |
| MARY M. ANNAN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| NIXON PEABODY, LLP EIN 16-0764720 NONE | Legal Service code 29 | — | $106K |
| LATISHA YOUNG EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $104K |
| ANGELA CURSEEN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| ANNA BOSMANS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| NARDIA JOSEPHS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $84K |
| HEALTHLINX, LLC NONE | Consulting (general) Service code 16 | 833 EAST PIONEER ROAD DRAPER, UT 84020 | $81K |
| LISA STATHOPOULOS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| BONNEY MILLER EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| DIANE JONES EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| CONSTANCE BLUNT EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| LAWRENCE WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| SELINA ROOTHS-BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| IRON MOUNTAIN NONE | Other services Service code 49 | 9455 US ROUTE 1 LAUREL, MD 20724 | $72K |
| VARENA MAYS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| NEIL WHITE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| LYNNE LEVERE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| WHITNEY OKWUCHI EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| DANITRA RANDALL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| MADELINE BROWN EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| MARGUERITE FITCH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| FANNICE BECKETT EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| SHAUNTAE TRIPLINE EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| FRANCA SOARES DE SOUZA EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| NANCY CORNELL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| STEPHANIE MCDANIEL EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| LAKYRA HERNDON EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $48K |
| BRITTNY LEWIS EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $48K |
| ALICIA CRAWELY EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $36K |
| RICHARD WELSH EIN 53-0215881 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
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 | 16,440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,743 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 23,183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 52,299 | $800K |
| Vision | VISION SERVICE PLAN, INC. | 22,571 | $2.5M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 15,767 | $648K |
| Other(2 contracts, 2 carriers) | LABOR FIRST, LLC | 15,767 | $18.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 52,299 | — |
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.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.