Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 19,668 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,766 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,434 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | 950 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 950 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 TRUSTEE | Custodial (other than securities); Custodial (securities); Investment management fees paid directly by plan Service code 18 | — | $626K |
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 23-7391136 NONE | Contract Administrator; Other commissions; Claims processing; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services; Insurance agents and brokers Service code 12 | — | $572K |
| OPTUM RX, INC. EIN 33-0441200 PHRAMACY BENEFIT MGMT | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $244K |
| UNITEDHEALTHCARE SERVICES, LLC EIN 47-0854646 NONE | Claims processing; Other services Service code 12 | — | $132K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $75K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $53K |
| EBPA LLC EIN 20-1879465 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $11K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025