No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE KNOWN | Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Direct payment from the plan Service code 12 | — | $15.4M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE KNOWN | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $5.1M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE KNOWN | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $3.1M |
| BUSINESSSOLVER EIN 42-1503807 NONE KNOWN | Contract Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 13 | — | $1.5M |
| CASTLIGHT HEALTH INC EIN 26-1989091 NONE KNOWN | Direct payment from the plan; Consulting (general); Participant communication Service code 16 | — | $701K |
| SHARECARE INC. EIN 27-0876664 NONE KNOWN | Direct payment from the plan; Consulting (general) Service code 16 | — | $519K |
| POLARIS CAPITAL MANAGEMENT EIN 04-3269043 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Direct payment from the plan Service code 28 | — | $378K |
| PSG CONSULTING LLC EIN 27-2345574 NONE KNOWN | Consulting (general) Service code 16 | — | $374K |
| NISA INVESTMENT ADVISORS EIN 48-1140940 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $348K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE KNOWN | Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $299K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $295K |
| VONTOBEL ASSET MANAGEMENT, INC. EIN 13-3223264 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $261K |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE KNOWN | Soft dollars commissions; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $234K |
| MERCER EIN 20-1932099 NONE KNOWN | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant communication Service code 13 | — | $195K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $183K |
| RIVER & MERCANTILE LLC EIN 04-3513306 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $172K |
| AON EIN 36-3051915 NONE KNOWN | Direct payment from the plan; Investment advisory (plan); Other services; Consulting (general) Service code 16 | — | $148K |
| TOWERS WATSON INVESTMENT SERVICES EIN 52-1868818 NONE KNOWN | Investment advisory (plan); Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $133K |
| HAWAII MEDICAL SERVICE ASSOC. EIN 99-0040115 NONE KNOWN | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $69K |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE KNOWN | Consulting (general) Service code 16 | — | $67K |
| BDO USA, LLP EIN 13-5381590 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE KNOWN | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $9K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Float revenue; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Named fiduciary; Account maintenance fees; Direct payment from the plan; Custodial (other than securities); Custodial (securities); Valuation (appraisals, etc.); Trustee (directed); Other services Service code 18 | — | $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 | 16,124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,370 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,664 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 35,158 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | AETNA LIFE INSURANCE CO. | 10,368 | $13.5M |
| Dental | AETNA LIFE INSURANCE CO. | 1,935 | $575K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,368 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.