No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $4.9M |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $3.5M |
| NAS CARPENTERS PENSION FUND (CCA) EIN 51-6040899 COMMON BOARD | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.7M |
| DELTA DENTAL OF MA EIN 04-6143185 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $674K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $557K |
| KGA INC EIN 04-3526805 NONE | Direct payment from the plan; Other services Service code 49 | — | $355K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $255K |
| CHARTWELL INVESTMENT PARTNERS LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $193K |
| MELLON INVESTMENTS CORPORATION EIN 25-6078093 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $179K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $143K |
| KRAKOW SOURIS & LANDRY LLC EIN 04-3363718 NONE | Legal; Direct payment from the plan Service code 29 | — | $141K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $130K |
| OREILLY GROSSO GROSS & JONES PC EIN 04-3318596 NONE | Legal; Direct payment from the plan Service code 29 | — | $118K |
| BENEFIT RESOURCE LLC EIN 45-3261121 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $100K |
| DODGE & COX INVESTMENT MANAGERS EIN 94-1441976 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $98K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $92K |
| STATE STREET BANK & TRUST CO EIN 04-1867445 NONE | Custodial (securities); Distribution (12b-1) fees; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Other fees; Float revenue Service code 19 | — | $67K |
| WELLINGTON TRUST COMPANY NA EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $59K |
| BLACKROCK INSTL TRUST COMPANY NA EIN 94-3112180 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management fees paid indirectly by plan Service code 21 | — | $54K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $50K |
| PERFECT PRINTING SOLUTIONS INC EIN 47-4140223 NONE | Direct payment from the plan; Other services Service code 49 | — | $45K |
| FIRST AMERICAN ADMINISTRATORS EIN 31-1656473 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $38K |
| THE JOURNEYMAN PRESS EIN 46-5227450 NONE | Direct payment from the plan; Other services Service code 49 | — | $35K |
| SEGAL SELECT INSURANCE SVCS INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $20K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| NATIONAL SOFTWARE INC EIN 46-0638016 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
| WITHUMSMITH+BROWN, P.C. EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| RHUMBLINE ADVISERS LMTD PARTNERSHIP EIN 04-3118582 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
| WHITE BIRCH VIEW LLC NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 3545 MANCHESTER, NH 03105 | $7K |
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 | 18,857 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,303 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 22,160 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 19,551 | $884K |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 19,551 | $884K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,551 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.