No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCSC EIN 36-1236610 NONE | Claims processing; Other fees Service code 12 | — | $14.9M |
| CAREWISE HEALTH INC EIN 95-3999237 NONE | Other services Service code 49 | — | $1.7M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $1.5M |
| BEACON HEALTH OPTIONS INC EIN 54-1414194 NONE | Claims processing Service code 12 | — | $1.0M |
| JANUS CAPITAL GROUP EIN 75-3019302 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $895K |
| TROVER SOLUTIONS INC EIN 61-1141758 NONE | Other services Service code 49 | — | $788K |
| ABERDEEN ASSET MANAGEMENT EIN 51-0368279 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $756K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $678K |
| LOOMIS SAYLES & CO EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $579K |
| RED CARD SYSTEMS LLC EIN 20-5388701 NONE | Other services Service code 49 | — | $521K |
| WILLIAM BLAIR INVESTMENT MGMT LLC EIN 47-2614791 NONE | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan Service code 28 | — | $420K |
| BASYS INC EIN 52-1796473 NONE | Consulting (general); Other commissions Service code 16 | — | $389K |
| BRANDYWINE GLOBAL INVESTMENT MGMT EIN 51-0294065 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $385K |
| ZELIS CLAIMS INTEGRITY INC EIN 86-1040704 NONE | Other services Service code 49 | — | $384K |
| COLCHESTER GLOBAL INVESTORS LIMITED NONE | Investment management fees paid directly by plan Service code 51 | — | $359K |
| CBRE CLARION REAL ESTATE SECURITIES EIN 23-2802869 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $355K |
| PACIFIC INVESTMENT MANAGEMENT CO EIN 33-0629048 NONE | Other investment fees and expenses; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $346K |
| DANIEL A. WINTERS & CO EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $338K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $332K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees; Other investment fees and expenses; Other commissions; Custodial (securities); Investment management Service code 19 | — | $295K |
| LORD ABBETT & COMPANY LLC EIN 13-5620131 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $265K |
| TIERPOINT LLC EIN 27-2877647 NONE | Other services Service code 49 | — | $251K |
| WELLS FARGO BANK NA EIN 94-1347393 NONE | Account maintenance fees Service code 65 | — | $251K |
| GUARDIAN LIFE INSURANCE EIN 13-5123390 NONE | Claims processing Service code 12 | — | $208K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $191K |
| HDMS EIN 23-3009341 NONE | Other services Service code 49 | — | $175K |
| STANDARD REGISTER EIN 41-0852411 NONE | Copying and duplicating Service code 36 | — | $174K |
| EMPLOYEE A EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $174K |
| CHANGE HEALTHCARE BUS FULFILLMENT EIN 20-5731067 NONE | Other services Service code 49 | — | $174K |
| SEGAL ADVISORS DBA SEGALROGERSCASEY EIN 13-2646110 NONE | Investment advisory (plan); Investment management; Investment management fees paid directly by plan Service code 27 | — | $167K |
| DEPRINCE RACE & ZOLLO INC EIN 59-3299598 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $163K |
| EMPLOYEE B EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $150K |
| GOLDMAN SACHS FUNDS MGMT EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management; Non-monetary compensation Service code 28 | — | $148K |
| EMPLOYEE HEALTH INSURANCE MGMT INC EIN 38-2776173 NONE | Claims processing Service code 12 | — | $146K |
| MEDICAL REVIEW INST OF AMERICA EIN 87-0515201 NONE | Other services Service code 49 | — | $138K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $129K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 NONE | Claims processing Service code 12 | — | $129K |
| MACKAY SHIELDS LLC EIN 13-5582869 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $120K |
| OPTUM HEALTH CARE SOLUTIONS EIN 41-1591944 NONE | Other services Service code 49 | — | $102K |
| EMPLOYEE C EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| EMPLOYEE D EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| EMPLOYEE E EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| EMPLOYEE F EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| EMPLOYEE G EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| EMPLOYEE H EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| CDW DIRECT LLC EIN 36-3310735 NONE | Other services Service code 49 | — | $87K |
| EMPLOYEE I EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| ELAVON MERCHANT SERVICES EIN 58-1916822 NONE | Other services Service code 49 | — | $80K |
| EMPLOYEE J EIN 23-6209769 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| PREMIER TECHNOLOGY SOLUTIONS INC EIN 13-3933805 NONE | Other services Service code 49 | — | $75K |
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 | 25,110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11,273 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 36,383 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 25,409 | $3.0M |
| Short-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 2,136 | $986K |
| Other(2 contracts, 2 carriers) | BEACON HEALTH OPTIONS INC | 36,319 | $732K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 36,319 | — |
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.