Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
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The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
No insurance carriers on this filing. Self-funded health and benefits plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 0 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $3.2M |
| CVS CAREMARK EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.6M |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Consulting (pension); Direct payment from the plan; Actuarial Service code 11 | — | $1.4M |
| AETNA EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $380K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $305K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $165K |
| MERCER INVESTMENTS LLC EIN 30-0282430 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $158K |
| NOKIA INVESTMENT MANAGEMENT EIN 22-3646524 AFFILIATE | Direct payment from the plan; Other services Service code 49 | — | $148K |
| DAY PITNEY EIN 22-1661404 NONE | Legal; Direct payment from the plan Service code 29 | — | $125K |
| MERATIVE EIN 88-1430661 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $117K |
| NOKIA OF AMERICA CORPORATION EIN 22-3408857 EMPLOYER | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $100K |
| STATE STREET EIN 81-4017137 NONE | Direct payment from the plan; Other services Service code 49 | — | $60K |
| MORGAN LEWIS EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| BANK OF NEW YORK EIN 13-5160382 TRUSTEE | Trustee (directed); Other services; Float revenue; Direct payment from the plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $25K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| ALSTON & BIRD EIN 58-0137615 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| UNIVERSAL MAILING SERVICE EIN 22-2381663 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $6K |
| CANDID LITHO EIN 13-3574319 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
7 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025