No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF RI EIN 05-0158952 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $206K |
| DELTA DENTAL OF RHODE ISLAND EIN 05-0296998 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $80K |
| BLACKSTONE MGMT PARTNERS L.L.C. EIN 26-0288589 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $69K |
| LAZARD ASSET MANAGEMENT LLC EIN 13-5545100 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $58K |
| GRANT THORNTON LLP EIN 36-6055558 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $49K |
| EXTEND HEALTH, LLC NONE | Direct payment from the plan; Contract Administrator Service code 13 | 2929 CAMPUS DRIVE SUITE 400 SAN MATEO, CA 94403 | $38K |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC EIN 57-1156902 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $26K |
| ADAMS STREET CREDIT ADVISORS LP EIN 81-2633198 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $23K |
| CAREMARK EIN 05-0494040 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $23K |
| GRAYCLIFF PARTNERS LP EIN 36-4711561 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $20K |
| MELLON CAPITAL MANAGEMENT CORP EIN 76-6192146 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $15K |
| NEPC LLC EIN 26-1429809 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $14K |
| JP MORGAN ASSET MANAGEMENT, LLC NONE | Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Direct payment from the plan Service code 18 | PO BOX 219143 KANSAS CITY, MO 641219143 | $13K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| STONEPEAK ASSOCIATES III LLC EIN 82-3003270 NONE | Legal Service code 29 | — | $10K |
| CYPRIUM INVESTMENT PARTNERS LLC EIN 80-0560696 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $8K |
| STATE STREET CORPORATION EIN 04-2456637 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities) Service code 18 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,896 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,896 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 723 | $557K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,186 | $74K |
| Life insurance | AMICA LIFE INSURANCE COMPANY | 1,896 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,896 | — |
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.