No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Claims processing; Direct payment from the plan; Other services; Plan Administrator; Participant communication; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $261K |
| UNITED ASSOC. OF JOURNEYMAN LOC 598 EIN 91-0496684 NONE | Direct payment from the plan; Other services Service code 49 | — | $71K |
| WASHINGTON CAPITAL MANAGEMENT EIN 91-1042342 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $68K |
| PARKER SMITH & FEEK, INC. EIN 91-0660018 NONE | Direct payment from the plan; Accounting (including auditing); Consulting (general) Service code 10 | — | $65K |
| TURNER, STOEVE & GAGLIARDI EIN 93-0589000 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| HIGHLAND CAPITAL ADVISORS EIN 20-4284376 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $24K |
| AETNA EIN 06-6033492 NONE | Product termination fees (surrender charges, etc.); Insurance services; Direct payment from the plan; Claims processing; Accounting (including auditing) Service code 10 | — | $22K |
| US BANK EIN 41-6271370 NONE | Other fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $22K |
| THE TRAVELERS COMPANIES, INC NONE | Direct payment from the plan; Insurance services Service code 23 | PO BOX 660317 DALLAS, TX 75266 | $21K |
| CASCADE CENTERS EIN 93-0774210 NONE | Direct payment from the plan Service code 50 | — | $20K |
| PLATFORM CPAS, LLP EIN 93-1015766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| PRUDENTRX LLC EIN 84-4560702 NONE | Other fees; Direct payment from the plan Service code 50 | — | $16K |
| SMART SOURCE LLC EIN 30-3830429 NONE | Direct payment from the plan; Accounting (including auditing); Copying and duplicating Service code 10 | — | $14K |
| PACIFIC HEALTH COALITION EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $12K |
| WITHUM SMITH, BROWN, PC NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | 506 CARNEGIE CENTER, STE 400 PRINCETON, NJ 08540 | $10K |
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 | 646 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 647 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIANCE STANDARD | 632 | $58K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 611 | $829K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 632 | — |
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.