No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LEADING EDGE ADMINISTRATORS EIN 27-2589905 NONE | Claims processing Service code 12 | — | $1.1M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $492K |
| GORLICK, KRAVITZ & LISTHAUS PC EIN 13-3790827 NONE | Legal Service code 29 | — | $358K |
| JEANNA TALAMO EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $107K |
| GETTRY MARCUS CPA, P.C. EIN 13-3418879 NONE | Accounting (including auditing) Service code 10 | — | $78K |
| PRIVATE CLIENT ASSET MANAGEMENT INC NONE | Investment management Service code 28 | 401 FRANKLIN AVENUE GARDEN CITY, NY 11530 | $69K |
| 4D PHARMACY MANAGEMENT NONE | Contract Administrator Service code 13 | 2520 INDUSTRIAL ROW DR TROY, MI 48084 | $66K |
| JANET RICCIARDO EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $62K |
| DEAN DELUCIA EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $56K |
| THOMAS PTAK EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $44K |
| LUIS AVILES EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $44K |
| MEDTIPSTER NONE | Contract Administrator Service code 13 | 2520 INDUSTRIAL ROW DR TROY, MI 48084 | $32K |
| RAFAEL GRIFFEN EIN 56-2423802 NONE | Employee (plan) Service code 30 | — | $32K |
| FIRST ACTUARIAL CONSULTING EIN 26-3842522 NONE | Actuarial Service code 11 | — | $28K |
| TOTAL CLAIMS CAPTURE & CONTROL NONE | Contract Administrator Service code 13 | 3055 LEABANON PIKE NASHVILLE, TN 37214 | $27K |
| HJ KNIGHT INTERNATIONAL INSURANCE NONE | Insurance agents and brokers Service code 22 | 30 BRAINTREE HILL OFFICE BRAINTREE, MA 02184 | $26K |
| CROWLEY CONSULTANTS EIN 68-0638179 NONE | Consulting fees Service code 70 | — | $22K |
| IT ON DEMAND NONE | Other services Service code 49 | 1350 6TH AVENUE NEW YORK, NY 10019 | $18K |
| AMERANET NONE | Contract Administrator Service code 13 | 5048 TENNYSON PARKWAY PLANO, TX 75024 | $16K |
| LIBERTA & MILO, LLP EIN 11-2876516 NONE | Accounting (including auditing) Service code 10 | — | $15K |
| MULTIPLAN NONE | Contract Administrator Service code 13 | 115 FIFTH AVENUE NEW YORK, NY 10003 | $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 | 2,007 | 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. |
| Total participants (= "Plan participants" tile) | 2,007 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 2,026 | $184K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,026 | — |
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.