No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCSC EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $16.2M |
| CAREWISE HEALTH INC EIN 95-3999237 NONE | Other services Service code 49 | — | $2.0M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $1.1M |
| BEACON HEALTH OPTIONS INC EIN 54-1414194 NONE | Claims processing Service code 12 | — | $980K |
| JANUS CAPITAL GROUP EIN 75-3019302 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $636K |
| TROVER SOLUTIONS INC. EIN 61-1141758 NONE | Other services Service code 49 | — | $622K |
| BASYS INC EIN 52-1796473 NONE | Consulting (general); Other commissions Service code 16 | — | $554K |
| INTEGRITY HEALTH SERVICES EIN 23-3101793 NONE | Other services Service code 49 | — | $540K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $516K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $505K |
| LOOMIS SAYLES & CO. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $486K |
| ABERDEEN ASSET MANAGEMENT EIN 51-0368279 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $484K |
| CHANGE HEALTHCARE SOLUTIONS LLC EIN 20-5716594 NONE | Other services; Other fees; Copying and duplicating Service code 36 | — | $444K |
| PACIFIC INVESTMENT MANAGEMENT CO EIN 33-0629048 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Other investment fees and expenses Service code 28 | — | $419K |
| BRANDYWINE GLOBAL INVESTMENT MGMT EIN 51-0294065 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $395K |
| COLCHESTER GLOBAL INVESTORS LIMITED NONE | Investment management fees paid directly by plan Service code 51 | — | $368K |
| DEPRINCE RACE & ZOLLO, INC. EIN 59-3299598 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $296K |
| CBRE CLARION REAL ESTATE SECURITIES EIN 23-2802869 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $292K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Other investment fees and expenses; Float revenue; Other commissions; Custodial (securities); Investment management; Investment management fees paid directly by plan; Shareholder servicing fees Service code 19 | — | $255K |
| DANIEL A. WINTERS & CO. EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $250K |
| LORD ABBETT & COMPANY LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $214K |
| GUARDIAN LIFE INSURANCE EIN 13-5123390 NONE | Claims processing Service code 12 | — | $193K |
| OPTUM HEALTH CARE SOLUTIONS EIN 41-1591944 NONE | Other services Service code 49 | — | $186K |
| EMPLOYEE A EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $167K |
| GOLDMAN SACHS FUNDS MGMT EIN 13-3575636 NONE | Non-monetary compensation; Investment management; Investment management fees paid directly by plan Service code 28 | — | $161K |
| MEDICAL REVIEW INST OF AMERICA EIN 87-0515201 NONE | Other services Service code 49 | — | $150K |
| 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 |
| HDMS EIN 23-3009341 NONE | Other services Service code 49 | — | $142K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Account maintenance fees Service code 65 | — | $133K |
| EMPLOYEE B EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $128K |
| EMPLOYEE HLTH INSUR MGMT, INC EIN 38-2776173 NONE | Claims processing Service code 12 | — | $120K |
| TIERPOINT LLC EIN 27-2877647 NONE | Other services Service code 49 | — | $117K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 NONE | Claims processing Service code 12 | — | $89K |
| EMPLOYEE F EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| EMPLOYEE H EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| EMPLOYEE C EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| EMPLOYEE D EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| EMPLOYEE E EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| EMPLOYEE G EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| EMPLOYEE P EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| EMPLOYEE I EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| EMPLOYEE J EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| EMPLOYEE K EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| ARTHUR J. GALLAGHER & CO EIN 36-4291971 NONE | Investment advisory (plan) Service code 27 | — | $65K |
| EMPLOYEE L EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| EMPLOYEE M EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| PREMIER TECHNOLOGY SOLUTIONS INC EIN 13-3933805 NONE | Other services Service code 49 | — | $65K |
| EMPLOYEE N EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| EMPLOYEE O EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| EMPLOYEE Q EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $61K |
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 | 23,310 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,888 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 34,198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 23,390 | $2.5M |
| Short-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 1,982 | $896K |
| Other | BEACON HEALTH OPTIONS, INC. | 34,017 | $512K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 34,017 | — |
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.