No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE KNOWN | Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator; Claims processing Service code 12 | — | $7.5M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE KNOWN | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $3.2M |
| BUSINESSSOLVER EIN 42-1503807 NONE KNOWN | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan Service code 13 | — | $1.7M |
| ALLSUP INC. EIN 06-6033492 NONE KNOWN | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $903K |
| HEALTHWAYS/SHARECARE INC. EIN 27-0876664 NONE KNOWN | Consulting (general); Direct payment from the plan Service code 16 | — | $584K |
| NISA INVESTMENT SERVICES EIN 48-1140940 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $406K |
| POLARIS CAPITAL MANAGEMENT EIN 04-3269043 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Securities brokerage commissions and fees Service code 28 | — | $394K |
| CASTLIGHT HEALTH INC EIN 26-1989091 NONE KNOWN | Direct payment from the plan; Participant communication; Consulting (general) Service code 16 | — | $359K |
| PSG CONSULTING LLC EIN 27-2345574 NONE KNOWN | Consulting (general) Service code 16 | — | $356K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment management Service code 28 | — | $349K |
| VONTOBEL ASSET MANAGEMENT, INC. EIN 13-3223264 NONE KNOWN | Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $309K |
| RIVER & MERCANTILE LLC EIN 04-3513306 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $301K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Custodial (securities); Valuation (appraisals, etc.); Named fiduciary; Account maintenance fees; Direct payment from the plan; Custodial (other than securities); Trustee (directed); Other services; Float revenue; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution) Service code 18 | — | $274K |
| JP MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE KNOWN | Investment advisory (plan); Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 27 | — | $197K |
| WELLINGTON MANAGEMENT COMPANY LLP EIN 30-0835489 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $194K |
| AON EIN 36-3051915 NONE KNOWN | Other services; Direct payment from the plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $139K |
| TOWERS WATSON INVESTMENT SERVICES EIN 52-1868818 NONE KNOWN | Consulting (general); Direct payment from the plan; Consulting fees; Investment advisory (plan) Service code 16 | — | $123K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE KNOWN | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $19K |
| BDO USA, P.C. EIN 13-5381590 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
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 | 16,070 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15,501 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,523 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,094 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts) | AETNA LIFE INSURANCE CO. | 10,148 | $6.5M |
| Dental | AETNA LIFE INSURANCE CO. | 2,302 | $691K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,148 | — |
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.