| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC - 45 | GLOVER AVE FAIRFIELD, CT 06824 | EMPIRE HEALTHCHOICE ASSURANCE, INC. | $954K | — | $954K | 2.01% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 60694 | UNITEDHEALTHCARE INSURANCE COMPANY | $253K | — | $253K | 2.14% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | AETNA LIFE INSURANCE CO. | $243K | — | $243K | 2.31% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 1.99% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | VISION SERVICE PLAN | $20K | — | $20K | 5.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 1.95% |
| AON CONSULTING INC3 Filed as: HEWITT INSURANCE, INC | 304 PONCE DE LEON AVE., SUITE 1000 SAN JUAN, PR 009191229 | TRIPLE-S SALUD, INC. | $16K | — | $16K | 5.00% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $40 | $6K | 3.53% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 282905494 | METROPOLITAN LIFE INSURANCE COMPANY | — | $541 | $541 | 0.30% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE LLC DBA | HEWITT OF ILLINOIS INS AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $2K | — | $2K | 1.64% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $1K | — | $1K | 1.97% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $967 | — | $967 | 1.84% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC - EXCHANGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $2K | — | $2K | 4.51% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $421 | — | $421 | 1.72% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $435 | — | $435 | 1.86% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC - EXCHANGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $893 | — | $893 | 4.51% |
| HEWITT INSURANCE BROKERAGE LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $251 | — | $251 | 1.80% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $236 | — | $236 | 1.83% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | DEAN HEALTH PLAN INC | $140 | — | $140 | 1.39% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC - EXCHANGE | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $108 | — | $108 | 4.48% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $72 | — | $72 | 3.31% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $63 | — | $63 | 3.03% |
| AON CONSULTING INC3 Filed as: HEWITT INS BROKERAGE LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $25 | — | $25 | 2.82% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBI SOFTWARE ENGINEERING EIN 13-3118789 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $1.0M |
| HEWITT ASSOCIATES LLC EIN 36-2235791 NONE | Direct payment from the plan; Consulting (general); Plan Administrator Service code 14 | — | $298K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-2781641 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $80K |
| AXA EQUITABLE EIN 13-5570651 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $61K |
| KELLY SERVICES INC EIN 38-1510762 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $59K |
| THE AYCO COMPANY LP NONE | Consulting (general); Direct payment from the plan Service code 16 | 150 N. FIELD DRIVE 200 LAKE FOREST, IL 60045 | $50K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $35K |
| RR DONNELLEY NONE | Contract Administrator; Direct payment from the plan Service code 13 | 2075 BUSSE ROAD ELK GROVE VILLAGE, IL 60007 | $34K |
| KILPATRICK STOCKTON LLP NONE | Investment management; Direct payment from the plan Service code 28 | 1001 WEST FOURTH STREET WINSTON-SALEM, NC 271012400 | $9K |
| JP MORGAN CHASE BANK, NA EIN 13-4994650 TRUSTEE | Custodial (securities); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $7K |
| BROADRIDGE INV COMMUNICATION NONE | Direct payment from the plan; Investment management Service code 28 | 51 MERCEDES WAY EDGEWOOD, NY 11717 | $5K |
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 | 6,263 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 108 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,371 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | EMPIRE HEALTHCHOICE ASSURANCE, INC. | 11,309 | $70.2M |
| Dental(9 contracts, 7 carriers) | AETNA LIFE INSURANCE CO. | 8,162 | $11.2M |
| Vision(8 contracts, 4 carriers) | VISION SERVICE PLAN | 2,807 | $809K |
| Prescription drug(4 contracts, 2 carriers) | TRIPLE-S SALUD, INC. | 65 | $494K |
| Other(2 contracts, 2 carriers) | TRIPLE-S SALUD, INC. | 7,882 | $584K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,309 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.