No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $6.8M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.7M |
| SHARECARE INC EIN 27-0876664 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $508K |
| ALLSUP INC EIN 37-1170934 37-1170934 | Contract Administrator Service code 13 | — | $427K |
| CIGNA HEALTH AND LIFE INSURANCE COM EIN 59-1031071 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $362K |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $362K |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $355K |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $308K |
| HEALTHEQUITY EIN 52-2383166 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $257K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $204K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Trustee (discretionary); Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $197K |
| MORGAN STANLEY INVESTMENT MGMT LTD EIN 13-3040307 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $193K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTREE/CUSTODIAN | Investment management fees paid directly by plan; Soft dollars commissions; Custodial (securities); Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $103K |
| SAPPHIRE DIGITAL EIN 26-3441881 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $87K |
| SEGALL BRYANT & HAMILL , LLC EIN 35-2679129 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| HARDING LOEVNER LP EIN 27-0684167 INVESTMENT MANAGER | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $68K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $64K |
| ARIEL INVESTMENTS, LLC EIN 02-0712418 INVESTMENT MANAGER | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $60K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $58K |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $37K |
| EARNEST PARTNERS, LLC EIN 58-2386669 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| BROWN CAPITAL MANAGEMENT, LLC EIN 27-4453139 INVESTMENT MANAGER | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $31K |
| J.P. MORGAN INVESTMENT EIN 13-3200244 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $12K |
| FITBIT INC EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $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 | 12,218 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,036 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 16,254 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | HUMANA | 1,785 | $5.2M |
| Dental(2 contracts, 2 carriers) | CIGNA | 1,108 | $223K |
| Other | CIGNA | 1,108 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,785 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.