No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCSC EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $14.3M |
| CAREWISE EIN 95-3999237 NONE | Other services Service code 49 | — | $2.2M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $981K |
| VALUE OPTIONS. INC EIN 54-1414194 NONE | Claims processing Service code 12 | — | $907K |
| INTEGRITY HEALTH SERVICES EIN 23-3101793 NONE | Other services Service code 49 | — | $708K |
| JANUS CAPITAL GROUP EIN 75-3019302 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $595K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $578K |
| TROVER SOLUTIONS INC. EIN 61-1141758 NONE | Other services Service code 49 | — | $509K |
| BASYS INC EIN 52-1796473 NONE | Other commissions; Consulting (general) Service code 16 | — | $458K |
| LOOMIS SAYLES & CO. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $430K |
| ABERDEEN ASSET MANAGEMENT EIN 51-0368279 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $394K |
| DANIEL A. WINTERS & CO. EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $363K |
| SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $360K |
| PACIFIC INVESTMENT MANAGEMENT CO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 28 | — | $354K |
| BRANDYWINE GLOBAL INVESTMENT MGMT EIN 51-0294065 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $350K |
| COLCHESTER GLOBAL INVESTORS LIMITED NONE | Investment management fees paid directly by plan Service code 51 | — | $331K |
| EMDEON BUSINESS SVCS EIN 20-5591816 NONE | Other services; Copying and duplicating Service code 36 | — | $300K |
| CBRE CLARION REAL ESTATE SECURITIES EIN 23-2802869 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $281K |
| DEPRINCE RACE & ZOLLO, INC. EIN 59-3299598 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $254K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Float revenue; Investment management; Custodial (securities); Other commissions; Other investment fees and expenses Service code 19 | — | $240K |
| LORD ABBETT & COMPANY LLC EIN 13-5620131 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $204K |
| BEAGLE PARENT CORP & SUB DBA EMDEON EIN 45-3637794 NONE | Other services Service code 49 | — | $187K |
| GUARDIAN LIFE INSURANCE EIN 13-5123390 NONE | Claims processing Service code 12 | — | $186K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $167K |
| EMPLOYEE A EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $161K |
| MEDICAL REVIEW INST OF AMERICA EIN 87-0515201 NONE | Other services Service code 49 | — | $158K |
| SEGAL ADVISORS INC DBA SEGAL ROGERS EIN 13-2646110 NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $149K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Account maintenance fees Service code 65 | — | $144K |
| GOLDMAN SACHS FUNDS MGMT EIN 13-3575636 NONE | Non-monetary compensation; Investment management fees paid directly by plan; Investment management Service code 28 | — | $142K |
| OPTUM HEALTH CARE SOLUTIONS EIN 41-1591944 NONE | Other services Service code 49 | — | $139K |
| HDMS EIN 23-3009341 NONE | Other services Service code 49 | — | $137K |
| EMPLOYEE B EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| KELLY PRESS EIN 52-0975591 NONE | Copying and duplicating Service code 36 | — | $115K |
| SUNGARD AVAILABILITY SERVICES, INC EIN 23-2106195 NONE | Other services Service code 49 | — | $105K |
| EMPLOYEE HLTH INSUR MGMT, INC EIN 38-2776173 NONE | Claims processing Service code 12 | — | $99K |
| EMPLOYEE C EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| EMPLOYEE D EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| EMPLOYEE E EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| EMPLOYEE G EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| EMPLOYEE F EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| EMPLOYEE H EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| EMPLOYEE I EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| EMPLOYEE J EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| EMPLOYEE K EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| EMPLOYEE L EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| EMPLOYEE M EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| EMPLOYEE N EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| EMPLOYEE O EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| EMPLOYEE Q EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| EMPLOYEE P EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
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 | 22,231 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,780 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 33,011 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 22,229 | $2.0M |
| Short-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 1,965 | $764K |
| Other | BEACON HEALTH OPTIONS, INC. F/K/A/ VALUE OPTIONS, INC. | 32,906 | $479K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 32,906 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.