No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KPMG LLP EIN 13-5565207 PLAN AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $71K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE, INV. MGMT & ADV | Account maintenance fees; Trustee (bank, trust company, or similar financial institution); Soft dollars commissions; Other investment fees and expenses; Investment management fees paid directly by plan; Trustee (directed); Investment advisory (plan); Investment management; Direct payment from the plan Service code 21 | — | $52K |
| CORESOURCE, INC. EIN 35-1846036 THIRD-PARTY ADMINISTRATO | Other services; Contract Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Claims processing Service code 12 | — | $35K |
| BLUE CROSS BLUE SHIELD OF ALABAMA EIN 63-0103830 THIRD-PARTY ADMINISTRATO | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Recordkeeping fees; Participant communication; Claims processing Service code 12 | — | $25K |
| WILLIS TOWERS WATSON EIN 26-0775680 HRA ADMIN AND MEDCO EGWP | Direct payment from the plan; Other fees; Other services Service code 49 | — | $23K |
| ACTIVEHEALTH MANAGEMENT, INC. EIN 52-2182411 WELLNESS,DISEASE,ETC.MGM | Direct payment from the plan; Other services; Other fees Service code 49 | — | $17K |
| ERNST & YOUNG LLP EIN 34-6565596 TAX FORM PREPARER | Consulting (general); Direct payment from the plan Service code 16 | — | $16K |
| STANDISH MELLON ASSET MGMT CO, LLC EIN 25-1890416 INVESTMENT MANAGER | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $15K |
| CROWE LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| PRIME THERAPEUTICS LLC EIN 26-0076803 PHARMACY BENEFIT MANAGER | Other services; Recordkeeping fees; Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Float revenue; Contract Administrator Service code 12 | — | $11K |
| AON CONSULTING EIN 22-2232264 FORM 5500 PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $5K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 TRUSTEE | Investment management fees paid indirectly by plan; Other services; Soft dollars commissions Service code 49 | — | $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 | 606 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 606 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | AETNA LIFE INSURANCE COMPANY | 127 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 127 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.