No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLACKSTONE MGMT PARTNERS L.L.C. EIN 26-0288589 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $75K |
| WILLIS TOWERS WATSON EIN 26-0775680 N/A | Direct payment from the plan; Other services Service code 49 | — | $30K |
| GRAYCLIFF PARTNERS LP EIN 36-4711561 RECRDKEPER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| CYPRIUM INVESTMENT PARTNERS LLC EIN 80-0560696 RECRDKEPER | Investment management; Direct payment from the plan Service code 28 | — | $8K |
| ADAMS STREET CREDIT ADVISORS LP EIN 81-2633198 RECRDKEPER | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| FIRST EAGLE ALTERNATIVE CREDIT LLC EIN 57-1156902 RECRDKEPER | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| STONEPEAK ASSOCIATES III LLC EIN 82-3003270 RECRDKEPER | Legal; Direct payment from the plan Service code 29 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,415 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,130 | $73K |
| Life insurance | AMICA LIFE INSURANCE COMPANY | 1,841 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,841 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.