No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEWITT ASSOCIATES LLC EIN 36-2235791 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $11.2M |
| DELOITTE EIN 06-1454513 NONE | Other services; Direct payment from the plan Service code 49 | — | $4.8M |
| VOYA EIN 02-0488491 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.2M |
| ALCATEL-LUCENT USA INC. EIN 22-3408857 EMPLOYER | Employee (plan sponsor); Direct payment from the plan; Non-monetary compensation Service code 35 | — | $405K |
| ERNST & YOUNG EIN 34-6565596 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $319K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $255K |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $251K |
| EVERCORE EIN 26-4691954 NONE | Named fiduciary; Direct payment from the plan Service code 31 | — | $80K |
| UNIVERSAL MAILING SERVICE EIN 22-2381663 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $46K |
| CANDID LITHO EIN 13-3574319 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $29K |
| TAB EIN 22-3468457 NONE | Direct payment from the plan; Other fees Service code 50 | — | $17K |
| MCCARTER & ENGLISH EIN 22-1534652 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
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 | 9,171 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 62,819 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 29,920 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 15,350 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 117,260 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.