No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS EIN 94-3115552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $250K |
| WITHUMSMITH+BROWN PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $48K |
| MAMMINI COMPANY INC EIN 47-0879697 NONE | Direct payment from the plan; Custodial (securities); Investment management; Investment advisory (plan) Service code 19 | — | $25K |
| UNITED CONCORDIA EIN 25-1687586 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| SALTZMAN & JOHNSON EIN 47-0879697 NONE | Legal; Direct payment from the plan Service code 29 | — | $17K |
| COREY TACCONI EIN 94-6102389 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $16K |
| TIM BREKKE EIN 94-6102389 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $14K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 68-0048516 NONE | Direct payment from the plan; Other services Service code 49 | — | $13K |
| JAMES BEARD EIN 94-6102389 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $12K |
| THOMAS DILLON EIN 94-6102389 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $12K |
| PRESTIGE PRINTING EIN 83-2018068 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $11K |
| RODNEY MOTEN EIN 94-6102389 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $9K |
| JOSE NUNEZ EIN 94-6102389 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $8K |
| FREMONT BANK EIN 94-1569025 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 504 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 198 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 702 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 139 | $67K |
| Vision | VISION SERVICE PLAN | 479 | $51K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 234 | $8K |
| Other(3 contracts, 2 carriers) | LANDMARK HEALTHPLAN | 480 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,426 | — |
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.