No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CONDUENT EIN 20-2185976 NONE | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $680K |
| AETNA EIN 06-6033492 NONE | Claims processing; Contract Administrator Service code 12 | — | $605K |
| PWC US TAX LLP EIN 92-0460586 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $105K |
| PWC EIN 13-4008324 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $63K |
| STRATEGIC INVESTMENT GROUP EIN 52-1540171 INVESTMENT ADVISOR | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $23K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $20K |
| NORTHERN TRUST EIN 36-1581860 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $13K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,253 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,253 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | AETNA LIFE INSURANCE CO. | 69 | $2K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,138 | $930K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,138 | — |
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.