No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $5.4M |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $2.1M |
| NAS CARPENTERS PENSION FUND (CCA) EIN 51-6040899 COMMON BOARD | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.6M |
| DELTA DENTAL OF MA EIN 04-6143185 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $697K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $647K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $262K |
| CHARTWELL INVESTMENT PARTNERS LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $170K |
| MELLON INVESTMENTS CORPORATION EIN 25-1442864 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $167K |
| KGA INC. EIN 04-3526805 NONE | Other services; Direct payment from the plan Service code 49 | — | $157K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $135K |
| KRAKOW SOURIS & LANDRY LLC EIN 04-3363718 NONE | Legal; Direct payment from the plan Service code 29 | — | $133K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $122K |
| EXCELLUS BLUE CROSS BLUE SHIELD EIN 15-0329043 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $114K |
| OREILLY GROSSO GROSS & JONES PC EIN 04-3318596 NONE | Legal; Direct payment from the plan Service code 29 | — | $112K |
| DODGE & COX INVESTMENT MANAGERS EIN 94-1441976 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $101K |
| PROFLEX ADMINISTRATORS LLC EIN 45-3261121 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $90K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $79K |
| BLACKROCK INSTL TRUST COMPANY N.A. EIN 94-3112180 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Trustee (discretionary); Investment management; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan Service code 21 | — | $58K |
| WELLINGTON TRUST COMPANY NA EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $51K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $47K |
| FIRST AMERICAN ADMINISTRATORS EIN 31-1339854 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $39K |
| STATE STREET BANK & TRUST CO. EIN 04-1867445 NONE | Distribution (12b-1) fees; Investment management fees paid indirectly by plan; Other fees; Float revenue; Investment management; Custodial (securities); Direct payment from the plan Service code 19 | — | $32K |
| PERFECT PRINTING SOLUTIONS INC EIN 47-4140223 NONE | Other services; Direct payment from the plan Service code 49 | — | $29K |
| THE JOURNEYMAN PRESS EIN 46-5227450 NONE | Other services; Direct payment from the plan Service code 49 | — | $25K |
| SEGAL SELECT INSURANCE SVCS INC | Insurance brokerage commissions and fees Service code 53 | — | $16K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| NATIONAL SOFTWARE INC EIN 46-0638016 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| WITHUM SMITH & BROWN PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $8K |
| RHUMBLINE ADVISERS LMTD PARTNERSHIP EIN 04-3118582 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $6K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
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 | 16,724 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,130 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 21,854 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH & LIFE INSURANCE COMPANY | 1,210 | $1.1M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 10,706 | $436K |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 10,706 | $436K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,706 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.