No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 SERVICE PROVIDER | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Contract Administrator Service code 12 | — | $1.2M |
| IDA INSURANCE SERVICES EIN 35-1976087 ADMIN & MARKETING SERVIC | Contract Administrator; Other investment fees and expenses; Plan Administrator Service code 13 | — | $233K |
| EMPYREAN BENEFIT SOLUTION INC EIN 20-3029813 SERVICE PROVIDER | Contract Administrator Service code 13 | — | $169K |
| BROWN & BROWN OF INDIANA INC EIN 35-1785187 SERVICE PROVIDER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue Service code 12 | — | $92K |
| RISK STRATEGIES CONSULTING INC EIN 92-0904333 CONSULTING | Consulting (general) Service code 16 | — | $86K |
| NONPROFIT FINANCIAL SOLUTIONS PC EIN 20-0257445 SERVICE PROVIDER | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $67K |
| JONATHAN MAYO EIN 27-3904040 NONE | Consulting (pension) Service code 17 | — | $45K |
| FIRST STOP HEALTH LLC EIN 45-1542956 MEDICAL | Employee (plan) Service code 30 | — | $33K |
| BOSE MCKINNEY & EVANS LLP EIN 35-0957980 LEGAL | Legal Service code 29 | — | $29K |
| BRADY WARE & SCHOENFELD INC EIN 35-1476702 AUDIT/TAX SERVICES | Accounting (including auditing) Service code 10 | — | $23K |
| RX BENEFITS EIN 63-1157085 NONE | Claims processing Service code 12 | — | $12K |
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 | 2,738 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,738 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES INC. | 2,615 | $1.3M |
| Prescription drug | RX BENEFITS, INC. | 846 | $0 |
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES INC. | 2,615 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,615 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.