No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP. EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $10.3M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $3.3M |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $790K |
| EXELON BUSINESS SERVICES COMPANY EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $744K |
| INDEPENDENCE HOSPITAL INDEMNITY PLN EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $681K |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $588K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $445K |
| BENEFIT RECOVERY GROUP EIN 47-2436944 LEGAL | Legal Service code 29 | — | $346K |
| HEALTHEQUITY, INC EIN 52-2383166 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $320K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $279K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Direct payment from the plan; Trustee (discretionary); Investment management Service code 21 | — | $225K |
| MORGAN STANLEY INVESTMENT MGMT LTD EIN 13-3040307 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $201K |
| EDGEWOOD PARTNERS INSURANCE CENTER EIN 94-3195221 CONSULTING | Consulting fees; Consulting (general) Service code 16 | — | $199K |
| SHARECARE INC EIN 27-0876664 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $180K |
| SEGALL BRYANT & HAMILL , LLC EIN 35-2679129 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $160K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $159K |
| SAPPHIRE DIGITAL EIN 26-3441881 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $152K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTREE/CUSTODIAN | Float revenue; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Soft dollars commissions; Custodial (securities) Service code 19 | — | $147K |
| ARIEL INVESTMENTS, LLC EIN 02-0712418 INVESTMENT MANAGER | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $92K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $88K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| HARDING LOEVNER LP EIN 27-0684167 INVESTMENT MANAGER | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $79K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $71K |
| EARNEST PARTNERS, LLC EIN 58-2386669 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $67K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $60K |
| CONSUMERS MEDICAL RESOURCE, INC EIN 04-3367006 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $59K |
| ALLSUP INC EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $58K |
| BROWN CAPITAL MANGEMENT, LLC EIN 27-4453139 INVESTMENT MANAGER | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $50K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 INVESTMENT MANAGER | Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | — | $42K |
| PLANTE MORAN CONSULTING | Consulting (general); Consulting fees Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $26K |
| PACIFIC RESOURCES BENEFITS ADVISORS EIN 46-5438594 CONSULTING | Consulting fees; Consulting (general) Service code 16 | — | $21K |
| NORTHWEST PLAN SERVICES INC EIN 91-2090931 CONSULTING | Consulting (general); Consulting fees Service code 16 | — | $18K |
| BLOOMBERG FINANCE LP OTHER | Other services Service code 49 | 731 LEXINGTON AVE NEW YORK, NY 10022 | $8K |
| CASSIA, LLC OTHER | Other services Service code 49 | 77 WATER ST SUITE 2401 NEW YORK, NY 10005 | $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 | 18,342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,495 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1,202 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 22,837 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | HUMANA | 3,581 | $14.2M |
| Dental(2 contracts, 2 carriers) | CIGNA | 787 | $508K |
| Other | CIGNA | 787 | $488K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,581 | — |
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.