No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SALARIES - HEALTH BENEFITS EIN 53-0227042 EMPLOYEES | Employee (plan); Direct payment from the plan Service code 30 | — | $792K |
| SALARIES - MANAGEMENT EIN 53-0227042 EMPLOYEES | Employee (plan); Direct payment from the plan Service code 30 | — | $682K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $328K |
| WITHUMSMITH AND BROWN EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $283K |
| SALARIES - ADMINISTRATIVE SERVICES EIN 53-0227042 EMPLOYEES | Direct payment from the plan; Employee (plan) Service code 30 | — | $270K |
| PNC BANK N.A. EIN 25-1211909 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Direct payment from the plan; Custodial (securities) Service code 19 | — | $266K |
| MULTIPLAN, INC. EIN 13-3068979 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $230K |
| SALARIES - INFORMATION TECHNOLOGY EIN 53-0227042 EMPLOYEES | Employee (plan); Direct payment from the plan Service code 30 | — | $135K |
| LITTLER MENDELSON, P.C. EIN 94-2602731 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| BREDHOFF & KAISER, P.L.L.C. EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| FAIR HEALTH, INC. EIN 90-0524293 NONE | Other services; Direct payment from the plan Service code 49 | — | $30K |
| GENESIS NETWORK EIN 20-5507603 NONE | Other services; Direct payment from the plan Service code 49 | — | $27K |
| CAREWISE HEALTH, INC. EIN 95-3999237 NONE | Direct payment from the plan; Other services Service code 49 | — | $25K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $18K |
| VISION SERVICE PLAN EIN 23-7089668 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $16K |
| NATIONAL SOFTWARE EIN 46-0638016 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
| CORPORATE MAILING SERVICES, INC. EIN 52-2002853 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| SMART DATA SOLUTIONS EIN 41-2006324 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
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 | 9,805 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,226 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 684 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 26,715 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 6,987 | $18.0M |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 21 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,987 | — |
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."
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.