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.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Lockton Companies, LLC STD | STD | |
Broker: Lockton Companies, LLC STD | STD |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
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 | 35,830 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 451 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 36,281 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability(3 contracts, 2 carriers) | NEW YORK LIFE INSURANCE COMPANY OF NEW YORK | 2,075 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,075 | - |
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.
| Broker | Commissions |
|---|---|
Carrier: New York Life Insurance Company of New York | |
Carrier: Life Insurance Company of North America |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Float revenue; Participant communication; Claims processing; Non-monetary compensation; Named fiduciary; Direct payment from the plan; Other services; Contract Administrator Service code 12 | — | $11.5M |
| ALIGHT EIN 36-2235791 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $4.6M |
| DELTA DENTAL OF VIRGINIA EIN 54-0844477 NONE | Contract Administrator Service code 13 | — | $1.4M |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal Service code 29 | — | $463K |
| MARATHON HEALTH EIN 46-4071925 NONE | Consulting (general) Service code 16 | — | $373K |
| ARTEMIS HEALTH EIN 46-4071925 NONE | Contract Administrator Service code 13 | — | $196K |
| DIRECTPATH EIN 02-0677999 NONE | Participant communication; Direct payment from the plan; Consulting (general) Service code 16 | — | $121K |
| SEGAL BENZ EIN 94-1503999 NONE | Other services Service code 49 | — | $118K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing) Service code 10 | — | $106K |
| JP MORGAN CHASE BANK EIN 13-4994650 NONE | Trustee (bank, trust company, or similar financial institution); Custodial (other than securities) Service code 18 | — | $58K |
| TUCKER DISABILITY LAW NONE | Legal Service code 29 | 5235 16TH STREET NORTH ST PETERSBURG, FL 33703 | $30K |
| PRICEWATERHOUSECOOPERS EIN 13-4008324 NONE | Accounting (including auditing) Service code 10 | — | $23K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Contract Administrator Service code 13 | — | $20K |
| PEGGY EDGE CPA LLC EIN 26-4527814 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| FARRELL DISABILITY LAW NONE | Legal Service code 29 | 4651 SALISBURY ROAD SUITE 400 JACKSONVILLE, FL 32256 | $13K |
| TELADOC HEALTH EIN 04-3705970 NONE | Claims processing Service code 12 | — | $8K |
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.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025