No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC EIN 65-1205077 NONE | Direct payment from the plan; Copying and duplicating; Contract Administrator; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 10 | — | $3.2M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.3M |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $360K |
| PROGYNY INC NONE | Direct payment from the plan; Claims processing Service code 12 | 1359 BROADWAY FL 2 NEW YORK, NY 10018 | $309K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $295K |
| LATHAM & WATKINS LLP NONE | Legal; Direct payment from the plan Service code 29 | 1271 AVENUE OF THE AMERICAS NEW YORK, NY 10020 | $260K |
| BREDHOFF & KAISER PLLC EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $247K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891049 NONE | Legal; Direct payment from the plan Service code 29 | — | $227K |
| WESTERN ASSET MANAGEMENT CO EIN 92-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $172K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $83K |
| DOYLE PRINTING CO EIN 53-0191325 NONE | Other services; Direct payment from the plan Service code 49 | — | $72K |
| PROPEER RESOURCES LLC EIN 35-2559074 NONE | Direct payment from the plan; Other services Service code 49 | — | $61K |
| HEALTHLINX NONE | Other services; Direct payment from the plan Service code 49 | 833 EAST PIONEER ROAD UNIT 103 DRAPER, UT 84020 | $60K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $40K |
| STATE STREET BANK AND TRUST COMPANY EIN 81-4017137 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities) Service code 18 | — | $22K |
| TRUHEARING NONE | Claims processing; Direct payment from the plan Service code 12 | 12936 S FRONTRUNNER BLVD DRAPER, UT 84020 | $13K |
| FIFTH THIRD BANK NONE | Direct payment from the plan; Other services Service code 49 | 38 FOUNTAIN SQUARE PLAZA CINCINNATI, OH 45263 | $12K |
| SCHAEFER PRINTING COMPANY EIN 34-0510730 NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | — | $12K |
| E. JOHN SCHMITZ & SONS, INC. EIN 52-0569969 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $10K |
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 | 1,869 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,215 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,084 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Dental | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Vision | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,598 | $4.4M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,533 | $2.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 9,598 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,598 | — |
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.