No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator; Participant communication; Claims processing Service code 12 | — | $828K |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $297K |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $187K |
| COLUMBIA MANAGEMENT EIN 41-1533211 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $181K |
| CHANGE HEALTHCARE NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 424 CHURCH STREET SUITE 1400 NASHVILLE, TN 37219 | $136K |
| NORTHWESTERN PLAN SERVICES EIN 91-2090931 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $133K |
| SUZANNE NEEDHAM EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 6293 SAN IGNACIO AVENUE SAN JOSE, CA 95119 | $125K |
| NWQ INVESTMENTS EIN 47-0875103 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $124K |
| CYSTAL CLEAR RX EIN 23-3009945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $118K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $94K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $80K |
| RAYMOND JAMES FINANCIAL INC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 880 CARILLON PARKWAY ST PETERSBURG, FL 33716 | $60K |
| SMART SOURCE LLC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 7270 MCGINNIS FERRY ROAD SUWANEE, GA 30024 | $56K |
| BEAT IT PROGRAM EIN 77-0111619 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $49K |
| BROADRIDGE MATRIX TRUST CO EIN 75-3182674 NONE | Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan Service code 21 | — | $27K |
| SALTZMAN & JOHNSON LAW GROUP EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| HEALTH ADVOCATE SOLUTIONS NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3043 WALTON ROAD PLYMOUTH MEETING, PA 19462 | $22K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| MAUL FIRM NONE | Legal; Direct payment from the plan Service code 29 | 101 BROADWAY SUITE 3A OAKLAND, CA 94607 | $18K |
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 | 2,082 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 599 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,681 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 2,346 | $223K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 692 | $123K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,704 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.