No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 CLAIMS PAYER NETWORK FEES | Product termination fees (surrender charges, etc.); Accounting (including auditing); Direct payment from the plan; Claims processing Service code 10 | — | $726K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 TPA PROCESSINGCOORDINATOR | Contract Administrator; Other fees Service code 13 | — | $449K |
| HEALTH CARE COST MANAGEMENT CORP AK EIN 94-3283661 CONTRACT NEGOTIATIONS | Other services Service code 49 | — | $183K |
| TELEDOC HEALTH EIN 04-3705970 TELEMEDICINE MANAGEMENT | Other services Service code 49 | — | $119K |
| ZELIS CLAIMS INTEGRITY, INC. EIN 86-1040704 OON/CLINICAL BILL REVIEW | Other services Service code 49 | — | $107K |
| GREGORY STOKES EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| RAEL & LETSON EIN 94-1701048 CONSULTANT, ACTUARY | Consulting (general); Actuarial Service code 11 | — | $99K |
| HEALTH FITNESS CORPORATION EIN 41-1580506 DISEASE MANAGEMENT | Other services Service code 49 | — | $69K |
| PATTI JANUSIEWICZ EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| GENARO GARCIA EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| INTERNATIONAL DATA SYSTEMS INC EIN 01-0622708 INFORMATION TECHNOLOGY | Other services Service code 49 | — | $52K |
| BRIDGEHEALTH MEDICAL, INC. EIN 26-0804648 SURGERY BENEFIT MGMT | Other services Service code 49 | — | $51K |
| RYAN ROSALES EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 ACCOUNTING | Accounting (including auditing) Service code 10 | — | $47K |
| JUSTINE BARRIENTOS EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| KEY BANK NATIONAL ASSOCIATION BANK | Investment management Service code 28 | 127 PUBLIC SQUARE, 17TH FLOOR CLEVELAND, OH 44114 | $43K |
| CAMERON MOORE EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 ATTORNEY | Legal Service code 29 | — | $39K |
| BENJAMIN NEFF EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| CATHERINE LAURIO EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| KEY BANK EIN 92-0089306 BANK | Investment management Service code 28 | — | $32K |
| COLOR ART PRINTING EIN 92-0027042 PRINTING | Copying and duplicating Service code 36 | — | $28K |
| MICHELLE HOKKANEN EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| VANESSA BUSBY EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| JULIA BELARDE EIN 92-6005171 EMPLOYEE | Employee (plan) Service code 30 | — | $27K |
| SHORETT COMMUNICATIONS EIN 91-2196270 GRAPHIC DESIGN | Other services Service code 49 | — | $23K |
| CVS PHARMACY INC. EIN 05-0340626 RX ASO AGREEMENT | Contract Administrator Service code 13 | — | $19K |
| EXPRESS BUSINESS SERVICES LLC EIN 91-1807227 MAILING SERVICES | Other services Service code 49 | — | $17K |
| VISION SERVICE PLAN EIN 92-0078509 ASO AGREEMENT | Contract Administrator Service code 13 | — | $13K |
| FIDELITY HOLDING COMPANY EIN 20-2822954 EMPLOYMENT AGENCY | Other services Service code 49 | — | $13K |
| EDUCATION MANAGEMENT SERVICES EIN 92-0071890 INFORMATION TECHNOLOGY | Other services Service code 49 | — | $12K |
| PART D ADVISORS, INC. EIN 20-2595200 MEDICARE PART D REFD SVCS | Other services Service code 49 | — | $11K |
| VITAL RECORDS HOLDINGS, LLC EIN 82-0796154 DOCUMENT SHRED/STORAGE | Other services Service code 49 | — | $9K |
| KEEPITSAFE, INC. EIN 46-4821305 DATA STORAGE | Other services Service code 49 | — | $6K |
| ARCTIC INFORMATION TECHNOLOGY EIN 72-1542664 INFORMATION TECHNOLOGY | Other services Service code 49 | — | $6K |
| BIRCH HORTON BITTNER, INC. EIN 92-0046806 ATTORNEY | Legal Service code 29 | — | $5K |
| ALLMED HEALTHCARE MANAGEMENT, INC. EIN 93-1302459 MEDICAL REVIEW | Other services Service code 49 | — | $5K |
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 | 2,718 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 914 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,632 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 2,709 | $98K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,745 | $3.0M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 2,709 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,745 | — |
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."
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.