No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 58-1638390 CONTRACT ADMINIST | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Float revenue Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $1.1M |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 CONTRACT ADMINIST | Claims processing; Consulting (general); Direct payment from the plan; Contract Administrator Service code 12 | P.O.BOX 1449 GOODLETTSVILLE, TN 37070 | $702K |
| MORGAN STANLEY EIN 26-4310844 INVESTMENT ADVISORY | Custodial (securities); Other services; Securities brokerage commissions and fees; Direct payment from the plan; Securities brokerage; Other investment fees and expenses; Investment advisory (plan); Other fees Service code 19 | 777 S FLAGLER DRIVE STE 900 WEST PALM BEACH, FL 33401 | $108K |
| STEVEN D. EISENBERG CPA, P,.A EIN 65-0140643 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7700 CONGRESS AVENUE 1128 BOCA RATON, FL 33487 | $55K |
| VENABLE LAW FIRM, P.A. EIN 59-1824869 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 7402 N 56TH STREET 380 TAMPA, FL 33610 | $36K |
| BHA CONSULTING EIN 58-1910292 CONSULTANT | Actuarial; Direct payment from the plan Service code 11 | 5400 LAUREL SPRINGS PARKWAY 1306 SUWANEE, GA 30024 | $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 | 2,541 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 96 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,637 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS BLUE SHIELD | 0 | $1.1M |
| Dental | ANTHEM BLUE CROSS BLUE SHIELD | 0 | $1.1M |
| Prescription drug | ANTHEM BLUE CROSS BLUE SHIELD | 0 | $1.1M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE CO | 0 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.