No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC EIN 41-1289245 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $1.6M |
| TAMMY BEAUDREAULT EIN 05-0367950 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $167K |
| GURSKY LAW ASSOCIATES EIN 04-4485374 NONE | Legal; Direct payment from the plan Service code 29 | — | $146K |
| SABRINA REDDY EIN 05-0367950 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| DAWN O'CONNOR EIN 05-0367950 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $124K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Insurance agents and brokers; Custodial (securities); Insurance brokerage commissions and fees; Direct payment from the plan; Actuarial Service code 11 | — | $121K |
| CHRISTINE ROY EIN 05-0367950 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $104K |
| DELTA DENTAL OF RHODE ISLAND EIN 05-0296998 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $96K |
| CLAUDIA LAVALLEE EIN 05-0367950 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| MEKETA INVESTMENT GROUP INC EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $45K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $44K |
| CAREMARK RX LLC EIN 20-8404182 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $32K |
| DAVIS VISION INC EIN 11-3051991 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $20K |
| HEALTHCARE ANALYTICS INC NONE | Other services; Direct payment from the plan Service code 49 | 125-310 VILLAGE BLVD PRINCETON, NJ 08540 | $17K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $16K |
| INVESCO NATIONAL TRUST COMPANY EIN 84-0591534 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| UNION BANK & TRUST COMPANY EIN 41-1267434 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $13K |
| J. GRAHAM INC NONE | Direct payment from the plan; Other services Service code 49 | 8011 BROOKS CHAPEL RD BRENTWOOD, TN 37027 | $12K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $11K |
| NETCENERGY LLC EIN 20-0146649 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
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 | 2,261 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 95 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA LIFE INSURANCE COMPANY | 3,906 | $285K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 2,452 | $760K |
| Other(2 contracts, 2 carriers) | GUIDEONE SPECIALTY MUTUAL INSURANCE COMPANY | 4,846 | $610K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,846 | — |
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.