No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF NC EIN 56-0894904 NONE | Claims processing; Insurance agents and brokers Service code 12 | — | $9.0M |
| PEAK HEALTH EIN 56-1683079 NONE | Claims processing Service code 12 | — | $3.8M |
| HEALTHSTAT EIN 56-2273744 NONE | Claims processing Service code 12 | — | $2.2M |
| RIVAL HEALTH NONE | Claims processing Service code 12 | 6601 HILLSBOROUGH ST., SUITE 109 RALEIGH, NC 27606 | $964K |
| MOBILE HEALTHCONSUMERS NONE | Claims processing Service code 12 | 530 LYTTON AVE., SUITE 200 PALO ALTO, CA 94301 | $458K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $420K |
| SHDR EIN 56-2092915 WHOLLY OWNED SUB | Claims processing Service code 12 | — | $161K |
| MEDICAL RECOVERY NONE | Claims processing Service code 12 | 18 BROAD STREET CHARLESTON, SC 29401 | $123K |
| VERISK HEALTH, INC. EIN 56-2059380 NONE | Claims processing Service code 12 | — | $79K |
| LIVE HEALTHY AMERICA NONE | Claims processing Service code 12 | 1300 WALNUT ST., SUITE 200 DES MOINES, IA 50309 | $33K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | — | $31K |
| CONNECTED HEALTH NONE | Claims processing Service code 12 | 2211 N. ELSTON AVE., SUITE 202 CHICAGO, IL 60614 | $12K |
| BB&T EIN 56-1074313 WHOLLY OWNED SUBSIDIARY | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $10K |
| ALLSUP EIN 37-1170934 NONE | Claims processing Service code 12 | — | $9K |
| PRINCIPAL WELLNESS NONE | Claims processing Service code 12 | 8909 PURDUE ROAD INDIANAPOLIS, IN 46268 | $7K |
| HENRY SCHEIN, INC NONE | Claims processing Service code 12 | 135 DURYEA ROAD MELVILLE, NY 11747 | $6K |
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 | 31,012 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | 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) | 31,012 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 23,888 | $5.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,888 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.