No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LEADINGAGE TEXAS EIN 84-2482935 GEN ADMIN/PARTIC ER | Direct payment from the plan; Plan Administrator; Accounting (including auditing); Consulting (general) Service code 10 | — | $422K |
| SELF-INSURED SYSTEMS CO. EIN 42-1144827 THIRD PARTY ADMIN | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $309K |
| USI INSURANCE SERVICES LLC EIN 56-1882208 CONSULTANT | Consulting (general) Service code 16 | — | $123K |
| INTEGRITY BENEFIT SOLUTIONS, LLC EIN 82-3076274 PLAN CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | — | $103K |
| HEALTHCORP EIN 42-1403200 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $76K |
| ASSIMILATED STRATEGY GROUP, LLC EIN 46-3270453 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $64K |
| INTERLINK HEALTH SERVICES CORP EIN 93-1164345 PREF PROV NETWORK | Contract Administrator Service code 13 | — | $24K |
| MULTIPLAN, INC. EIN 13-3068979 PREF PROV NETWORK | Contract Administrator Service code 13 | — | $22K |
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 | 1,013 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,017 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ZURICH AMERICAN INSURANCE | 1,255 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,255 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.