No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA, IN EIN 54-0357120 PPO NETWORK | Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $1.2M |
| CAREWISE EIN 95-3999237 DISEASE MANAGEMENT | Consulting (general) Service code 16 | — | $471K |
| HINES & ASSOCIATES, INC. EIN 36-3545085 DISEASE MANAGEMENT | Consulting (general) Service code 16 | — | $209K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 ACTUARY | Actuarial Service code 11 | — | $180K |
| BASYS, INC. EIN 52-1796473 SOFTWARE PROGRAMMER | Other services Service code 49 | — | $175K |
| MICHAEL MCCALL EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $173K |
| STEPTOE & JOHNSON, LLP EIN 52-1349790 ATTORNEY | Legal Service code 29 | — | $123K |
| MATTHEW COHN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| KELLIE RHODES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| LAURA SNEAD EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| KATHY TOOMBS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| BROOKE MCMAHAN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| LACLAIRE SANDERS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| LYNDA SIKES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| DIANE HOFFMAN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| KIMBERLY FOXWELL EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| RUTH MCLEAN BRADEN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| JENNIFER BOWLES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| JOY BUCKNER EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| CAROL KING EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| TAMMY POORE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| TAMMY ELLIS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| LINDA MAWYER EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| CATHERINE WRIGHT EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| TABITHA HINSON EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| PATRICIA CATLETT EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| VELMA HUGHES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| ASHLEY HODGES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| PORSCHA COTMAN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| LOOMIS SAYLES TRUST COMPANY LLC EIN 20-8080381 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $59K |
| JANET PUTNAM EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| MARCELLA WRIGHT EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| SALTER & COMPANY, LLC EIN 20-8078757 AUDITOR | Accounting (including auditing) Service code 10 | — | $49K |
| DELORES RAIGNS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| JENNIFER LENGLE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| OPTUMRX, INC EIN 33-0441200 PBM | Claims processing Service code 12 | — | $31K |
| EPLAN, LLC EIN 20-3720767 CLAIMS NEGOTIATOR | Other fees Service code 99 | — | $23K |
| LAURA MALLAM EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $23K |
| MELLON CAPITAL MANAGEMENT CORP EIN 25-1442864 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $20K |
| SEGAL ROGERSCASEY EIN 13-2646110 INVESTMENT CONSULTANT | Investment advisory (plan) Service code 27 | — | $19K |
| EYE MED VISION CARE EIN 34-1733137 VISION PPO | Claims processing Service code 12 | — | $17K |
| KOSMERL & COMPANY EIN 23-2872012 AUDITOR | Accounting (including auditing) Service code 10 | — | $16K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $12K |
| THE BANK OF NEW YORK MELLON EIN 13-2614959 CUSTODIAN | Custodial (securities) Service code 19 | — | $11K |
| JAMES R SMITH EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| JOHN FARRISH EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $9K |
| JAY BOWERS EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $9K |
| KENNETH CHISM EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $8K |
| WILLIAM A NATIONS EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $6K |
| W ROBERT DAVIDSON EIN 54-0556299 TRUSTEE | Trustee (individual) Service code 20 | — | $5K |
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 | 3,145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 296 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 3,240 | $412K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,240 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.