No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $12.0M |
| AON CONSULTING EIN 22-2232264 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $4.4M |
| HEALTHYROADS INC EIN 33-0783504 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $3.6M |
| AETNA EIN 52-1270921 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.1M |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $984K |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $938K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $923K |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $631K |
| EXELON BUSINESS SERVICES CO EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $569K |
| BEST DOCTORS EIN 04-2908444 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $554K |
| TOWERS WATSON DELWARE, INC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $544K |
| LIFETIME BENEFITS SOLUTIONS EIN 16-1171765 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $535K |
| VISION SERVICE PLAN INSURANCE EIN 23-7304569 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $500K |
| MORGAN STANLEY INVESTMENT MANAGEMEN EIN 13-0057834 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $473K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management Service code 19 | — | $404K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $385K |
| ASSET HEALTH INC EIN 65-1258234 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $309K |
| BLACKROCK FINANCIAL MANAGEMENT EIN 94-3112180 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $196K |
| INTECH INVESTMENT EIN 01-0614895 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $185K |
| PHARMACEUTICAL STRATEGY GROUP EIN 20-2422296 CONSULTING | Consulting (general) Service code 16 | — | $158K |
| ACCADIAN ASSET EIN 04-2929221 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $153K |
| EARNST PARTNERS EIN 58-2386669 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $121K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $102K |
| XEROX HR SOLUTIONS, LLC EIN 04-3609848 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $101K |
| BOSTON PARTNERS EIN 04-3270358 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $100K |
| FITBIT INC EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $94K |
| HOLLAND CAPITAL EIN 36-3753847 INVESTMENT MANAGER | Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $89K |
| WAGE WORKS INC EIN 94-3351864 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $86K |
| JP MORGAN INVESTMENT COMPANY EIN 13-3200244 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $86K |
| LOMBARDIA EIN 20-8359898 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $43K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $27K |
| ALLSUP INC EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $23K |
| TANGO HEALTH INC EIN 26-2060323 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $19K |
| PLANTE MORAN CONSULTANT | Consulting (general) Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $12K |
| LEGAL & GENERAL EIN 35-7085469 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Trustee (directed) Service code 25 | — | $8K |
| WEIGHT WATCHERS NORTHERN AMERICA EIN 52-1656141 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $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 | 27,383 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,814 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 2,057 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 35,197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | AETNA | 932 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 932 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.