| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HODGES-MACE LLC3 | ALIGHT TAX TEAM PO BOX 64022 THE WOODLANDS, TX 77387 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $291K | — | $291K | 2.71% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | ONE WORLD FINANCIAL CENTER 200 LIBERTY ST NEW YORK, NY 10281 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $144K | — | $144K | 1.34% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT HEALTH MARKET INS SOLUTIONS | PO BOX 64028 THE WOODLANDS, TX 77387 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $30K | — | $30K | 0.28% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 1 WORLD FINANCIAL CTR FL 621 NEW YORK, NY 10281 | KAISER FOUNDATION HEALTH PLAN, INC. | $181K | — | $181K | 5.06% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 1 WORLD FINANCIAL CTR 200 LIBERTY ST FL 6 NEW YORK, NY 10281 | METROPOLITAN LIFE INSURANCE COMPANY | $63K | $25K | $87K | 4.69% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $34K | $22K | $56K | 3.02% |
| AON CONSULTING INC3 | 29840 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$11K | -$11K | -0.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | 200 LIBERTY STREET NEW YORK, NY 10281 | SELECTHEALTH | $55K | — | $55K | 3.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 1 WORLD FINANCIAL CENTER NEW YORK, NY 10281 | KAISER FOUNDATION HEALTH PLAN, INC. | $49K | — | $49K | 4.91% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 100 BANK STREET SUITE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $30K | $990 | $31K | 3.38% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | ONE WORLD FINANCIAL CTR 6TH FL, 200 LIBERTY ST NEW YORK, NY 10281 | SIMNSA | $15K | — | $15K | 7.00% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | — | $7K | $7K | 3.38% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $5K | $31K | 19.21% |
| AON CONSULTING INC3 | 29840 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$2K | -$2K | -1.51% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | METROPOLITAN LIFE INSURANCE COMPANY | $39K | $13 | $39K | 30.09% |
| AON CONSULTING INC3 | 29840 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$572 | -$572 | -0.44% |
| ALIGHT SOLUTIONS3 | PO BOX 95135 CHICAGO, IL 60694 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $4K | $28K | 25.66% |
| AON CONSULTING INC3 | 29840 NETWORK PL CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$2K | -$2K | -1.62% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY STREET NEW YORK, NY 10281 | HARTFORD FIRE INSURANCE COMPANY | — | $85 | $85 | 2.51% |
No Schedule C service providers reported on this filing.
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 | 2,732 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,755 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,659 | $18.4M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,697 | $2.1M |
| Vision | VISION SERVICE PLAN | 1,210 | $151K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,697 | $1.9M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 637 | $299K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 3,697 | $1.9M |
| Prescription drug(5 contracts, 5 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,659 | $17.3M |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 3,697 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,697 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.