No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF VA, INC EIN 54-0357120 DISEASE MANAGEMENT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $478K |
| BRIDGEWAY EIN 52-1796473 SOFTWARE PROGRAMMER | Direct payment from the plan; Other services Service code 49 | — | $408K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $354K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $342K |
| EPLAN INC EIN 20-3720767 CLAIMS NEGOTIATOR | Insurance services; Direct payment from the plan Service code 23 | — | $157K |
| SARA PIKOFSKY EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $157K |
| SELTEK INC EIN 20-8012479 COMPUTER NETWORK | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $144K |
| LOOMIS SAYLES TRUST COMPANY LLC EIN 20-8080361 INVESTMENT MANAGER | Direct payment from the plan; Investment management Service code 28 | — | $125K |
| JIM ROEHNER EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| EXPRESS SCRIPTS | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $80K |
| THE BANK OF NEW YORK MELLON EIN 13-2614959 CUSTODIAN | Direct payment from the plan; Custodial (securities) Service code 19 | — | $78K |
| LAUREN KANE EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| VICKIE STONE EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| ASHLEY MARTIN EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| STEPTOE & JOHNSON LLP EIN 52-1349790 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $54K |
| RACHELLE KENNEY EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| TABITHA HINSON EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| LACLAIRE SANDERS EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| JOSH TODD EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| JESSICA REED EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| KIM FOXWELL EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| TAMMY POORE EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| VELMA HUGHES EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| BIANCA VALERIO EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| TONY SHELL JR. EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| CHRISTOPHER WENDELGEST EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| CATHERINE WRIGHT EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| MELLON INVESTMENTS CORPORATION EIN 25-1442864 INVESTMENT MANAGER | Custodial (securities); Direct payment from the plan Service code 19 | — | $32K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENTS ADVISOR | Consulting (general); Direct payment from the plan Service code 16 | — | $28K |
| DANIELLE MOORE EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $22K |
| WENDY SPAGNOLO EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $12K |
| EVIE ROSE EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $10K |
| TIFFANY COLLINS EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $9K |
| ANDREE DEAN EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $9K |
| DUKE DALE EIN 54-0556299 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $9K |
| CHEREE RATLIFF EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $8K |
| LYNDA SYKES EIN 54-0556299 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $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 | 4,031 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 253 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,284 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM HEALTH PLANS OF VIRGINIA | 4,031 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,031 | — |
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.
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.