No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 31-1440175 NONE | Claims processing Service code 12 | 220 VIRGINIA AVENUE INDIANAPOLIS, IN 46204 | $992K |
| NEW TOWER TRUST COMPANY EIN 30-0872552 NONE | Investment management fees paid directly by plan Service code 51 | 7315 WISCONSIN AVENUE BETHESDA, MD 20814 | $98K |
| ZACK'S INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | 111 NORTH CANAL STREET CHICAGO, IL 60606 | $92K |
| CS MCKEE, LP EIN 25-1900687 NONE | Investment management Service code 28 | P. O. BOX 6022 HERMITAGE, PA 161481022 | $56K |
| TA REALTY CORE PROPERTY FUND EIN 04-3341880 NONE | Investment management Service code 28 | 28 STATE STREET BOSTON, MA 02109 | $40K |
| HARRIS, HARDIN & COMPANY, A.C. EIN 55-0756523 NONE | Accounting (including auditing) Service code 10 | 404 NINTH STREET HUNTINGTON, WV 25701 | $36K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan Service code 51 | P. O. BOX 5488 BOSTON, MA 022065488 | $36K |
| CHARTWELL INVESTMENT MANAGEMENT EIN 23-2891243 NONE | Investment management Service code 28 | 1235 WESTLAKE DRIVE BERWYN, PA 19312 | $29K |
| AMERICAN BENEFIT CORPORATION EIN 55-0572859 NONE | Consulting (general) Service code 16 | 3150 U S ROUTE 60 ONA, WV 25545 | $28K |
| STANDARD VALUATIONS EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | 790 CLEVELAND AVENUE, SOUTH ST. PAUL, MN 55116 | $19K |
| JOHN F. DASCOLI. LLC EIN 20-5782053 NONE | Legal Service code 29 | 2442 KANAWHA BLVD, EAST CHARLESTON, WV 25311 | $16K |
| LEDBETTER PARISI LLC EIN 03-0599899 NONE | Legal Service code 29 | 70 RHODES CIRCLE DRIVE CENTERVILLE, OH 45458 | $13K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 NONE | Investment management Service code 28 | 3 CRESCENT DRIVE PHILADELPHIA, PA 19112 | $12K |
| MEDICAL REVIEW INSTITUTE EIN 87-0515201 NONE | Investment management fees paid directly by plan Service code 51 | P. O. BOX 35145 SEATTLE, WA 981245145 | $11K |
| UNITED BANK EIN 55-1074313 NONE | Custodial (securities) Service code 19 | 500 VIRGINIA STREET EAST CHARLESTON, WV 25322 | $10K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 NORTH MERIDIAN STREET CARMEL, IN 46032 | $10K |
| BOYD WATTERSON ASSET MGMT EIN 34-1922005 NONE | Investment management Service code 28 | 1301 E 9TH STREET CLEVELAND, OH 44114 | $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 | 1,508 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 416 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,924 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 1,560 | $0 |
| Other | DEARBORN LIFE INSURANCE COMPANY | 1,560 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,560 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.