No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE | Consulting (general); Consulting fees; Actuarial; Consulting (pension) Service code 11 | — | $357K |
| JPMORGAN CHASE BANK, N.A. EIN 13-4994650 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $323K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $102K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing) Service code 10 | — | $94K |
| CIGNA EIN 59-1031071 NONE | Direct payment from the plan; Contract Administrator; Claims processing; Named fiduciary; Float revenue; Non-monetary compensation; Other services; Participant communication Service code 12 | — | $72K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal Service code 29 | — | $72K |
| PRICEWATERHOUSECOOPERS (PWC) EIN 13-4008324 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| HAGER STRATEGIC, INC. EIN 52-1942556 NONE | Investment advisory (plan) Service code 27 | — | $12K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Actuarial; Contract Administrator Service code 11 | — | $12K |
| RHK CONSULTING LLC EIN 81-4275535 NONE | Consulting (general) Service code 16 | — | $6K |
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 | 6,320 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,320 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 90 | $387K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,683 | $998K |
| Other | HARTFORD LIFE AND ACCIDENT | 3,683 | $998K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,683 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.