No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 TRUSTEE | Custodial (other than securities); Trustee (directed); Custodial (securities); Soft dollars commissions; Investment management fees paid directly by plan; Other fees; Investment management fees paid indirectly by plan; Float revenue; Investment management Service code 18 | — | $37K |
| HOOKER & HOLCOMBE RETIREMENT SVCS EIN 20-0346540 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $32K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing) Service code 10 | — | $15K |
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 | 599 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 108 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 717 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | PSERS-HEALTH OPTIONS PROGRAM | 1 | $3K |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 104 | $324K |
| Prescription drug(4 contracts, 4 carriers) | AARP MEDICARE RX PREFERRED / UNITEDHEALTHCARE INSURANCE CO | 3 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.