No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA HEALTH INC EIN 23-2442048 CONTRACT ADMINISTRATIVE | Claims processing Service code 12 | — | $2.3M |
| PRICEWATERCOOPERS LLP EIN 13-4008324 ACTURAL | Actuarial Service code 11 | — | $96K |
| FIDELITY TRUST INVESTMENT MANAGER EIN 04-3532603 INVESTMENT MANAGER | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $63K |
| BDO USA LLP EIN 13-5381590 AUDITORS | Accounting (including auditing) Service code 10 | — | $29K |
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 | 6,205 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 279 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,484 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 6,318 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,318 | — |
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.