No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CDS ADMINISTRATORS EIN 25-1352803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | 60 BOULEVARD OF THE ALLIES PITTSBURGH, PA 15222 | $78K |
| SEGAL MARCO ADVISORS NONE | Investment advisory (plan) Service code 27 | 1300 EAST 9TH STREET SUITE 1900 CLEVELAND, OH 44114 | $65K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | 1800 M STREET NW WASHINGTON, DC 20036 | $63K |
| WESTERN ASSET MANAGEMENT | Investment advisory (plan); Direct payment from the plan Service code 27 | 620 8TH AVENUE NEW YORK NEW YORK, NY 10018 | $46K |
| JENNER & BLOCK LLP NONE | Legal; Direct payment from the plan Service code 29 | 353 N CLARK STREET CHICAGO, IL 606543456 | $33K |
| BAIRD INTERMEDIATE BOND | Investment advisory (plan); Direct payment from the plan Service code 27 | 615 E MICHIGAN ST MILWAUKEE, WI 53202 | $26K |
| UNICARE LIFE & HEALTH INSURANCE EIN 52-0913817 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $24K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 7501 WISCONSIN AVE, SUITE 1200W BETHESDA, MD 20814 | $21K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 582 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 582 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNICARE LIFE & HEALTH INSURANCE COMPANY | 635 | $610K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 635 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.