No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASS EIN 04-1045815 MEDICAL CLAIMS PROCESSING | Claims processing Service code 12 | — | $1.3M |
| EXPRESS SCRIPTS, INC EIN 43-1420563 CLAIMS PROCESSING RX CLMS | Claims processing Service code 12 | — | $621K |
| STATE STREET BANK EIN 04-1867445 CUSTODIAN | Custodial (securities) Service code 19 | — | $405K |
| PRICEWATERHOUSECOOPERS EIN 13-4008324 AUDITOR AND TAX PREPARER | Accounting (including auditing) Service code 10 | — | $98K |
| HEDGESERV CAYMAN LTD EIN 98-0577592 INVESTMENT ACCOUNTING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $90K |
| NORTHEAST RETIREMENT SERVICES EIN 81-5140646 INVESTMENT ACCOUNTING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $71K |
| KPMG EIN 13-5565207 TAX PREPARER | Accounting (including auditing) Service code 10 | — | $54K |
| ERNST & YOUNG EIN 34-6565596 TAX PREPARER | Accounting (including auditing) Service code 10 | — | $48K |
| K1X, INC EIN 88-3572428 FINANCIAL SERVICES | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,380 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,380 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. | 261 | $547K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,117 | $466K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,117 | — |
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.