No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMMUNITY BANK SERVICES INC EIN 56-1268430 THIRD PARTY ADMIN | Contract Administrator Service code 13 | 3601 HAWORTH DRIVE RALEIGH, NC 27609 | $1.3M |
| FIRST STOP HEALTH EIN 45-1549256 HEALTH MONITOR SERVICES | Accounting (including auditing) Service code 10 | 24 E. WASHINGTON ST., SUITE 875 CHICAGO, IL 60602 | $144K |
| BUSINESSSOLVER.COM, INC EIN 42-1503807 CONSULTING | Consulting (general) Service code 16 | 1025 ASHWORTH ROAD WEST DES MOINES, IA 50265 | $139K |
| HCMS GROUP EIN 27-1478411 HEALTH INFO SERVICE | Participant communication Service code 38 | 600 GRANT STREET PITTSBURGH, PA 15219 | $97K |
| JOHNSON & LAMBERT EIN 52-1446779 AUDIT AND TAX SERVICE | Accounting (including auditing) Service code 10 | 4242 SIX FORKS RD, SUITE 1500 RALEIGH, NC 27609 | $84K |
| SCOTT INSURANCE EIN 54-0372970 ADVISORY SERVICES | Non-monetary compensation; Other insurance fees and expenses Service code 56 | 2501 BLUE RIDGE ROAD SUITE 250 RALEIGH, NC 27607 | $59K |
| RUDD & WISDOM, INC. EIN 74-1896655 ACTUARY | Actuarial Service code 11 | 9500 ARBORETUM BLVD. SUITE 200 AUSTIN, TX 78759 | $39K |
| BROOKS PIERCE EIN 56-0561489 LEGAL SERVICES | Legal Service code 29 | 150 FAYETTEVILLE ST 1700 RALEIGH, NC 27601 | $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 | 2,101 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | 3,535 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,535 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.