No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SALARIES - HEALTH BENEFITS EIN 53-0227042 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $812K |
| SALARIES - MANAGEMENT EIN 53-0227042 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $620K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $468K |
| UNICARE EIN 13-1835864 NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | — | $399K |
| SALARIES - ADMINISTRATIVE SERVICES EIN 53-0227042 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $356K |
| PNC BANK N.A. EIN 25-1211909 NONE | Investment management fees paid indirectly by plan; Investment management; Soft dollars commissions; Custodial (securities); Investment management fees paid directly by plan; Direct payment from the plan Service code 19 | — | $311K |
| BOND BEEBE EIN 52-1044197 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $206K |
| SALARIES - INFORMATION TECHNOLOGY EIN 53-0227042 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $140K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $77K |
| LITTLER MENDELSON EIN 94-2602731 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| CAREWISE HEALTH EIN 95-3999237 NONE | Other services; Direct payment from the plan Service code 49 | — | $26K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $16K |
| DOYLE PRINTING EIN 53-0191325 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $10K |
| CORPORATE MAIL SERVICE EIN 52-2002853 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
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 | 10,967 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,150 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 612 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 27,729 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SIERRA HEALTH AND LIFE INSURANCE | 8,188 | $16.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,188 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.