No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE KNOWN | Contract Administrator; Claims processing; Other services; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.9M |
| QUANTUM NONE KNOWN | Float revenue; Claims processing; Other services; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 5240 BLAZER PARKWAY DUBLIN, OH 43017 | $4.2M |
| AMERIBEN / IEC GROUP EIN 82-0497661 NONE KNOWN | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $3.9M |
| OPTUMRX, INC. EIN 33-0441200 NONE KNOWN | Direct payment from the plan; Other fees; Sub-transfer agency fees; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $1.9M |
| BUSINESSSOLVER EIN 42-1503807 NONE KNOWN | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication Service code 13 | — | $1.5M |
| SHARECARE INC /HEALTHWAYS EIN 27-0876664 NONE KNOWN | Consulting (general); Direct payment from the plan Service code 16 | — | $586K |
| AETNA LIFE INSURANCE CO. EIN 06-6033492 NONE KNOWN | Claims processing; Other services; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $422K |
| NISA INVESTMENT SERVICES EIN 48-1140940 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $399K |
| POLARIS CAPITAL MANAGEMENT EIN 04-3269043 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 28 | — | $345K |
| PSG CONSULTING LLC EIN 27-2345574 NONE KNOWN | Direct payment from the plan; Consulting (general) Service code 16 | — | $334K |
| RIVER GLOBAL INVESTORS LLP EIN 04-3513306 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $303K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE KNOWN | Investment management; Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $278K |
| WELLINGTON MANAGEMENT COMPANY, LLP EIN 30-0835489 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment management Service code 28 | — | $273K |
| VONTOBEL ASSET MANAGEMENT, INC. EIN 13-3223264 NONE KNOWN | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment management Service code 28 | — | $208K |
| JP MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE KNOWN | Investment management; Direct payment from the plan; Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $207K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE KNOWN | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $203K |
| AON INVESTMENTS USA INC. EIN 36-3109431 NONE KNOWN | Investment advisory (plan); Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $177K |
| BDO USA, P.C. EIN 13-5381590 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $171K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE KNOWN | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $117K |
| WILLIS TOWERS WATSON INVESTMENT SER EIN 52-1868818 NONE KNOWN | Consulting fees; Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $28K |
| KAISER CONSULTING, LLC EIN 20-1171688 NONE KNOWN | Accounting (including auditing); Direct payment from the plan; Consulting fees Service code 10 | — | $25K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE KNOWN | Custodial (other than securities); Direct payment from the plan; Float revenue; Named fiduciary; Trustee (directed); Other services; Account maintenance fees; Custodial (securities); Valuation (appraisals, etc.); Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees Service code 18 | — | $2K |
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 | 17,206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15,719 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,054 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,979 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 2,195 | $632K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,195 | — |
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.