No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP. EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $10.5M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $3.7M |
| SHARECARE INC EIN 27-0876664 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $773K |
| INDEPENDENCE HOSPITAL INDEMNITY PLN EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $684K |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $597K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $520K |
| EXELON BUSINESS SERVICES COMPANY EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $504K |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $502K |
| BENEFIT RECOVERY GROUP EIN 47-2436944 LEGAL | Legal Service code 29 | — | $433K |
| HEALTHEQUITY, INC EIN 52-2383166 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $299K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTREE/CUSTODIAN | Float revenue; Custodial (securities); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Soft dollars commissions Service code 19 | — | $257K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $251K |
| SAPPHIRE DIGITAL EIN 26-3441881 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $176K |
| SEGALL BRYANT & HAMILL , LLC EIN 35-2679129 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $173K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $171K |
| EDGEWOOD PARTNERS INSURANCE CENTER EIN 94-3195221 CONSULTING | Consulting (general); Consulting fees Service code 16 | — | $151K |
| ARIEL INVESTMENTS, LLC EIN 02-0712418 INVESTMENT MANAGER | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $114K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Direct payment from the plan; Investment management; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (discretionary) Service code 21 | — | $104K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $88K |
| MORGAN STANLEY INVESTMENT MGMT LTD EIN 13-3040307 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $85K |
| ALLSUP INC EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $84K |
| BROWN CAPITAL MANAGEMENT, LLC EIN 27-4453139 INVESTMENT MANAGER | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $79K |
| EARNEST PARTNERS, LLC EIN 58-2386669 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $79K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $74K |
| HARDING LOEVNER LP EIN 27-0684167 INVESTMENT MANAGER | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $68K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $60K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $58K |
| SEGANTII CAPITAL MANAGEMENT LIMITED INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $46K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $41K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $25K |
| FITBIT INC EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $23K |
| NORTHWEST PLAN SERVICES INC EIN 91-2090931 CONSULTING | Consulting (general); Consulting fees Service code 16 | — | $19K |
| CONSUMERMEDICAL EIN 04-3367006 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $18K |
| PLANTE MORAN CONSULTING | Consulting fees; Consulting (general) Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $16K |
| XPONANCE INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 2605 MERIDIAN PKWY STE 105 DURHAM, NC 27713 | $12K |
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 | 17,547 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,518 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1,230 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 22,065 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | HUMANA | 3,376 | $15.6M |
| Dental(2 contracts, 2 carriers) | CIGNA | 836 | $551K |
| Other | CIGNA | 836 | $532K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,376 | — |
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.