No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS OF VA, INC EIN 54-0357120 | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $1.9M |
| BASYS INC EIN 52-1796473 SOFTWARE PROGRAMMER | Other services Service code 49 | — | $352K |
| WELLINGTON TRUST EIN 04-2755549 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $332K |
| EPLAN INC EIN 20-3720767 CLAIMS NEGOTIATOR | Other fees Service code 99 | — | $183K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 ACTUARY | Actuarial Service code 11 | — | $182K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 ATTORNEY | Legal Service code 29 | — | $179K |
| MELISSA WETZEL EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $153K |
| STEPTOE & JOHNSON LLP EIN 52-1349790 ATTORNEY | Legal Service code 29 | — | $144K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 INSURANCE BROKER | Insurance agents and brokers Service code 22 | — | $132K |
| ANTHEM HEALTH PLANS OF VA EIN 54-0357120 DISEASE MANAGEMENT | Consulting (general) Service code 16 | — | $108K |
| SELTEK INC EIN 20-8012479 COMPUTER NETWORK | Other services Service code 49 | — | $77K |
| LOOMIS SAYLES TRUST COMPANY LLC EIN 20-8080361 INVESTMENT MANAGER | Investment management Service code 28 | — | $67K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Accounting (including auditing) Service code 10 | — | $61K |
| ANDREWS CPA ASSOCIATES, P.C. EIN 81-0983416 AUDITOR | Accounting (including auditing) Service code 10 | — | $59K |
| TABITHA HINSON EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| STACEY HARRIS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| MATTHEW COHN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| ASHLEY MARTIN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| CATHERINE WRIGHT EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| LACLAIRE SANDERS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| WENDY SPAGNOLO EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| CONSTANCE ROLLINSON EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| TAMMY ELLIS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| JENNIFER BOWLES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| JESSICA REED EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| VELMA HUGHES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| SARAH MOORE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| TAMMY POORE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| WILLIAM JONES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| KATHRYN ADAMS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| LAUREN KANE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| PORSCHA COTMAN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| DANIELLE MOORE EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| KIM FOXWELL EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| CHRISTOPHER WENDELGEST EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| SEGAL MARCO ADVISORS EIN 13-2646110 INVESTMENTS ADVISOR | Consulting (general) Service code 16 | — | $27K |
| RUTH BRADEN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $25K |
| CARI JOHANSEN EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $20K |
| MELLON INVESTMENTS CORPORATION EIN 25-1442864 INVESTMENT MANAGER | Investment management Service code 28 | — | $14K |
| THE BANK OF NEW YORK MELLON EIN 13-2614959 CUSTODIAN | Custodial (securities) Service code 19 | — | $11K |
| COURTNEY VICK EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $9K |
| KATHY TOOMBS EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $8K |
| DEBORAH OLIVER EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $8K |
| LYNDA SYKES EIN 54-0556299 EMPLOYEE | Employee (plan) Service code 30 | — | $7K |
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 | 3,987 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 270 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED INSURANCE COMPANY | 4,257 | $665K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,257 | — |
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.
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.