No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $14.8M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7.7M |
| AMERICAN SPECIALTY HEALTH MGT INC. EIN 33-0783504 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.4M |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.2M |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.2M |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.1M |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Investment management; Direct payment from the plan; Trustee (discretionary); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $1.0M |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $903K |
| EXELON BUSINESS SERVICES CO. EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $788K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $686K |
| BEST DOCTORS EIN 04-2908444 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $627K |
| MORGAN STANLEY INVESTMENT MGMT INC EIN 13-3040307 INVESTMENT MANAGER | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $476K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $395K |
| WAGE WORKS INC EIN 94-3351864 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $384K |
| ASSET HEALTH INC. EIN 65-1258234 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $339K |
| PHARMACEUTICAL STRATEGY GROUP EIN 20-2422296 CONSULTING | Consulting (general) Service code 16 | — | $297K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Custodial (securities); Soft dollars commissions; Float revenue; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan Service code 19 | — | $180K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $160K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $152K |
| BOSTON PARTNERS EIN 04-3270358 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $134K |
| EARNST PARTNERS EIN 58-2386669 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $107K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $101K |
| JP MORGAN INVESTMENT MGMT INC EIN 13-3200244 INVESTMENT MANAGER | Investment advisory (plan); Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 27 | — | $99K |
| SAPPHIRE DIGITAL EIN 26-3441881 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $97K |
| LEGAL & GENERAL INVESTMENT EIN 35-7085469 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $59K |
| FITBIT INC. EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $58K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $47K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $39K |
| ALLSUP INC. EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $31K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $26K |
| PLANTE MORAN CONSULTING | Consulting (general) Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $11K |
| PIEDMONT INVESTMENT ADVISORS, LLC INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | 2605 MERIDIAN PARKWAY SUITE 105 DURHAM, NC 27713 | $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 | 31,013 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,769 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 2,014 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 38,782 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | HUMANA | 3,634 | $18.0M |
| Dental(2 contracts, 2 carriers) | CIGNA | 1,448 | $591K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,634 | — |
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.
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.