No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES LLC EIN 47-0854646 NONE | Other services; Claims processing Service code 12 | — | $1.7M |
| CONNECTICUT GENERAL LIFE INS. CO. EIN 06-0303370 NONE | Other services; Float revenue; Direct payment from the plan; Contract Administrator; Participant communication; Named fiduciary; Claims processing; Non-monetary compensation Service code 12 | — | $133K |
| CAREMARK EIN 95-3382344 NONE | Contract Administrator; Claims processing Service code 12 | — | $65K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Contract Administrator; Claims processing Service code 12 | — | $40K |
| ADP, INC. EIN 13-3036745 NONE | Contract Administrator; Claims processing Service code 12 | — | $10K |
| JPMORGAN CHASE BANK NA EIN 13-4994650 PLAN TRUSTEE | Float revenue; Other fees Service code 62 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22,217 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 22,217 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRIPLE-S, INC. | 29 | $178K |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 169 | $86K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,313 | $139K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 29,885 | $11.4M |
| Prescription drug | TRIPLE-S, INC. | 29 | $178K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4 | $3 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,885 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.