No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 TRUSTEE | Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities); Investment management fees paid indirectly by plan Service code 18 | — | $585K |
| EMPIRE HEALTHCHOICE ASSURANCE, INC EIN 23-7391136 NONE | Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing Service code 12 | — | $512K |
| UNITEDHEALTHCARE SERVICES, LLC EIN 47-0854646 NONE | Other services; Claims processing Service code 12 | — | $297K |
| EBPA LLC EIN 20-1879465 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $78K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $76K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $24K |
| HRI DBA HUMANA WELLNESS EIN 27-1649291 NONE | Contract Administrator Service code 13 | — | $23K |
| BROWN & BROWN OF MASSACHUSETTS LLC EIN 27-4732361 NONE | Consulting (general) Service code 16 | — | $11K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $6K |
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 | 18,148 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,652 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,800 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | OXFORD HEALTH PLANS (NY), INC. | 59 | $280K |
| Life insurance | CIGNA LIFE INSURANCE COMPANY OF NEW YORK | 997 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 997 | — |
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.