No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $14.9M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $5.8M |
| AMERICAN SPECIALTY HEALTH MGT INC. EIN 33-0783504 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.7M |
| AETNA EIN 52-1270921 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.7M |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.2M |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $950K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $864K |
| BLACKROCK FINANCIAL MANAGEMENT EIN 94-3112180 INVESTMENT MANAGER | Investment management fees paid directly by plan; Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Investment management; Direct payment from the plan Service code 21 | — | $854K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $832K |
| EXELON BUSINESS SERVICES CO. EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $687K |
| VISION SERVICE PLAN INSURANCE EIN 23-7304569 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $632K |
| MORGAN STANLEY INVESTMENT MANAGEMEN EIN 13-0057834 INVESTMENT MANAGER | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $482K |
| BEST DOCTORS EIN 04-2908444 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $468K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $450K |
| ASSET HEALTH INC. EIN 65-1258234 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $407K |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $377K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Investment management; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan Service code 19 | — | $210K |
| PHARMACEUTICAL STRATEGY GROUP EIN 20-2422296 CONSULTING | Consulting (general) Service code 16 | — | $196K |
| JP MORGAN INVESTMENT COMPANY EIN 13-3200244 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | — | $190K |
| ACADIAN ASSET EIN 04-2929221 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $162K |
| LIFETIME BENEFITS SOLUTIONS EIN 16-1171765 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $150K |
| EARNST PARTNERS EIN 58-2386669 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $120K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGEMENT | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Other commissions; Investment management Service code 28 | — | $101K |
| ALLSUP INC. EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $93K |
| BOSTON PARTNERS EIN 04-3270358 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $78K |
| WAGE WORKS INC EIN 94-3351864 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $70K |
| FITBIT INC. EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $65K |
| OZ MANAGEMENT LP INVESTMENT MANAGER | Investment management fees paid indirectly by plan; Investment management Service code 28 | 9 W 57TH STREET, 39TH FLOOR NEW YORK, NY 10019 | $64K |
| HOLLAND CAPITAL MANAGEMENT EIN 36-3753847 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $64K |
| WASHINGTON PITTMAN & MCKEEVER LLC EIN 36-4189747 AUDITOR | Accounting (including auditing) Service code 10 | — | $47K |
| LEGAL AND GENERAL EIN 35-7085469 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $21K |
| PLANTE MORAN CONSULTING | Consulting (general) Service code 16 | 10 S. RIVERSIDE PLAZA CHICAGO, IL 60606 | $15K |
| WEIGHT WATCHERS NORTH AMERICA INC. EIN 52-1656141 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $5K |
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 | 27,767 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,867 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 2,035 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 35,634 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts) | HUMANA | 3,176 | $12.9M |
| Dental(2 contracts, 2 carriers) | AETNA | 954 | $997K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,176 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.