No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC EIN 65-1205077 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Copying and duplicating; Participant communication; Plan Administrator Service code 12 | — | $3.0M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.4M |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $731K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $474K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $361K |
| LATHAM & WATKINS LLP NONE | Legal; Direct payment from the plan Service code 29 | 1271 AVENUE OF THE AMERICAS NEW YORK, NY 10020 | $306K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $283K |
| WESTERN ASSET MANAGEMENT CO EIN 92-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $153K |
| PROPEER RESOURCES LLC EIN 35-2559074 NONE | Direct payment from the plan; Other services Service code 49 | — | $146K |
| DOYLE PRINTING EIN 53-0191325 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $98K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $80K |
| STATE STREET BANK AND TRUST COMPANY EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Investment management Service code 18 | — | $35K |
| TRUHEARING NONE | Claims processing; Direct payment from the plan Service code 12 | 12936 S FRONTRUNNER BLVD DRAPER, UT 84020 | $23K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $23K |
| E. JOHN SCHMITZ & SONS, INC. EIN 52-0569969 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $18K |
| CONSIDINE & ASSOCIATES INC EIN 82-3383419 NONE | Other services; Direct payment from the plan Service code 49 | — | $17K |
| SCHAEFER PRINTING COMPANY EIN 34-0510730 NONE | Copying and duplicating; Other services; Direct payment from the plan Service code 36 | — | $11K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $11K |
| WITHUM SMITH & BROWN PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $5K |
| MULTILINGUAL SOLUTIONS EIN 01-0549392 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 1,882 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,046 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,928 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 542 | $1.4M |
| Dental | AETNA LIFE INSURANCE CO. | 542 | $1.4M |
| Vision | AETNA LIFE INSURANCE CO. | 542 | $1.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,425 | $4.4M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,519 | $1.6M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 9,425 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,425 | — |
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.