No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| QUANTUM NONE KNOWN | Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | 5240 BLAZER PARKWAY DUBLIN, OH 43017 | $4.7M |
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE KNOWN | Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $4.5M |
| AMERIBEN / IEC GROUP EIN 82-0497661 NONE KNOWN | Other fees; Other services; Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $3.9M |
| OPTUMRX, INC. EIN 33-0441200 NONE KNOWN | Other fees; Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $3.2M |
| BUSINESSSOLVER EIN 42-1503807 NONE KNOWN | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 13 | — | $1.4M |
| SHARECARE INC /HEALTHWAYS EIN 27-0876664 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | — | $617K |
| NISA INVESTMENT SERVICES EIN 48-1140940 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $494K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Custodial (other than securities); Custodial (securities); Valuation (appraisals, etc.); Shareholder servicing fees; Trustee (directed); Other services; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Account maintenance fees; Named fiduciary; Float revenue Service code 18 | — | $449K |
| AETNA LIFE INSURANCE CO. EIN 06-6033492 NONE KNOWN | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $422K |
| POLARIS CAPITAL MANAGEMENT EIN 04-3269043 NONE KNOWN | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $359K |
| VONTOBEL ASSET MANAGEMENT, INC. EIN 13-3223264 NONE KNOWN | Direct payment from the plan; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $350K |
| PSG CONSULTING LLC EIN 27-2345574 NONE KNOWN | Consulting (general); Consulting fees Service code 16 | — | $344K |
| RIVER GLOBAL INVESTORS LLP EIN 04-3513306 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $339K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Direct payment from the plan Service code 28 | — | $328K |
| BDO USA, P.C. EIN 13-5381590 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $246K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE KNOWN | Actuarial; Direct payment from the plan; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 11 | — | $212K |
| AON INVESTMENTS USA INC. EIN 36-3109431 NONE KNOWN | Direct payment from the plan; Other services; Investment advisory (plan); Consulting (general) Service code 16 | — | $188K |
| JP MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $180K |
| WELLINGTON MANAGEMENT COMPANY, LLP EIN 30-0835489 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $107K |
| KAISER CONSULTING, LLC EIN 20-1171688 NONE KNOWN | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $50K |
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 | 14,973 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,158 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,367 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,498 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 1,432 | $441K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,432 | — |
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."
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.