No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $14.6M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $5.5M |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.1M |
| CAMDEN ASSET MANAGEMENT LP EIN 95-4319164 INVESTMENT MANAGER | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management Service code 28 | — | $1.1M |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.0M |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $983K |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $932K |
| EXELON BUSINESS SERVICES CO. EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $745K |
| SHARECARE INC EIN 27-0876664 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $688K |
| TELEDOC HEALTH INC EIN 04-3705970 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $611K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $596K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Trustee (discretionary); Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management Service code 21 | — | $558K |
| WAGE WORKS INC EIN 94-3351864 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $501K |
| MORGAN STANLEY INVESTMENT MGMT INC EIN 13-3040307 INVESTMENT MANAGER | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $384K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $342K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $300K |
| PHARMACEUTICAL STRATEGY GROUP EIN 20-2422296 CONSULTING | Consulting (general); Consulting fees Service code 16 | — | $224K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Soft dollars commissions; Float revenue; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $205K |
| SAPPHIRE DIGITAL EIN 26-3441881 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $173K |
| BOSTON PARTNERS EIN 04-3270358 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $163K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $163K |
| NORTHWEST PLAN SERVICES INC EIN 91-2090931 CONSULTING | Consulting fees; Consulting (general) Service code 16 | — | $153K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $149K |
| SCULPTOR CAPITAL MANAGEMENT INVESTMENT MANAGER | Investment management fees paid indirectly by plan; Investment management Service code 28 | 9 W 57TH STREET 39TH FLOOR NEW YORK, NY 10019 | $135K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $131K |
| EARNST PARTNERS EIN 58-2386669 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $119K |
| BENEFIT RECOVERY GROUP EIN 47-2436944 LEGAL | Legal Service code 29 | — | $107K |
| ALLSUP INC. EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $92K |
| JP MORGAN INVESTMENT MGMT INC EIN 13-3200244 INVESTMENT MANAGER | Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the plan Service code 27 | — | $75K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $53K |
| AMERICAN SPECIALTY HEALTH MGT INC. EIN 33-0783504 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $37K |
| FITBIT INC. EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $26K |
| BROWN CAPITAL MANAGEMENT LLC EIN 27-4453139 INVESTMENT MANAGER | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $23K |
| PLANTE MORAN CONSULTING | Consulting fees; Consulting (general) Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $17K |
| HARDING LOEVNER LP EIN 27-0684167 INVESTMENT MANAGER | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $16K |
| ARIEL INVESTMENTS EIN 02-0712418 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $12K |
| XPONANCE INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 2605 MERIDIAN PARKWAY SUITE 105 DURHAM, NC 27713 | $7K |
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 | 30,054 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,919 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1,927 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 37,973 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | HUMANA | 4,192 | $19.3M |
| Dental(2 contracts, 2 carriers) | CIGNA | 1,049 | $637K |
| Other | CIGNA | 1,049 | $608K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,192 | — |
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.