No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan Service code 12 | — | $12.0M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $2.9M |
| MERCER EIN 20-1932099 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Contract Administrator Service code 13 | — | $1.4M |
| AETNA EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $816K |
| CASTLIGHT HEALTH INC NONE | Participant communication; Consulting (general); Direct payment from the plan Service code 16 | 150 SPEAR STREET SUITE 400 SAN FRANCISCO, CA 94105 | $629K |
| HEALTHWAYS NONE | Consulting (general); Direct payment from the plan Service code 16 | 701 COOL SPRINGS BLVD FRANKLIN, TN 37067 | $541K |
| EDINBURGH NONE | Soft dollars commissions; Direct payment from the plan; Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | — | $349K |
| SANDS CAPITAL EIN 20-2830751 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $280K |
| NISA INVESTMENT ADVISORS EIN 48-1140940 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $258K |
| TEMPLETON INVESTMENT COUNCIL LLC EIN 94-3385113 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $236K |
| VONTOBEL EIN 13-3223264 NONE | Investment management; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $225K |
| WELLINGTON TRUST COMPANY EIN 04-2683227 NONE | Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $209K |
| WILLIS TOWERS WATSON ACTUARY SERVIC EIN 53-0181291 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $154K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Investment advisory (plan) Service code 27 | — | $128K |
| AON EIN 36-3051915 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $100K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Other services; Shareholder servicing fees; Custodial (other than securities); Custodial (securities); Valuation (appraisals, etc.); Named fiduciary; Account maintenance fees; Float revenue Service code 18 | — | $93K |
| TOWERS WATSON INVESTMENT SERVICES EIN 52-1868818 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Investment advisory (plan) Service code 16 | — | $88K |
| PLANTE & MORAN EIN 38-1357951 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $76K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| POLARIS CAPITAL MANAGEMENT EIN 04-3269043 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $57K |
| MAGELLAN HEALTH SERVICES EIN 52-2135463 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $3K |
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 | 32,519 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28,517 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,523 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 63,559 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 1,151 | $316K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,151 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.