No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK BLUE CROSS BLUE SHIELD EIN 23-1294723 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $1.7M |
| EXPRESS SCRIPTS EIN 43-1420563 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $1.2M |
| AETNA EIN 06-6033492 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $332K |
| CENTRAL DATA SERVICES EIN 25-1352803 INFORMATION MANAGEMENT | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $203K |
| CAMPBELL GLOBAL, LLC EIN 06-1570380 INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $191K |
| RESCORE FEEDER, LP EIN 46-5390249 MAINTENANCE FEES | Account maintenance fees Service code 65 | — | $139K |
| BLACKSTONE REAL ESTATE ASSOC VII EIN 45-3450248 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| BENEFITS ADMINSTRATION SERVICES EIN 55-0758635 INFORMATION MANAGEMENT | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $76K |
| WEBSTER CAPITAL III, LP EIN 30-0825463 INVESTMENT MANAGEMENT | Account maintenance fees Service code 65 | — | $32K |
| CAI PARTNERS & CO. IV, L.P. EIN 26-3790488 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan Service code 51 | — | $30K |
| PERFORMANCE DIRECT INVESTMENTS II EIN 20-5608447 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan Service code 51 | — | $24K |
| BLACKSTONE REAL ESTATE ASSOC VI, LP EIN 20-5954515 INVESTMENT MANAGEMENT FEE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| CVS CAREMARK EIN 05-0340626 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $10K |
| THEMIS TRADING LLC EIN 01-0609425 BROKER | Securities brokerage commissions and fees; Soft dollars commissions; Securities brokerage Service code 33 | — | $10K |
| KINGSWAY JERSEY GP (CLUB 2007) LMT INVESTMENT MANAGEMET | Investment management fees paid directly by plan Service code 51 | — | $8K |
| ALLSUP EIN 37-1170934 INSURANCE AGENT | Insurance agents and brokers Service code 22 | — | $2K |
| JP MORGAN INVESTMENT MGMT, INC. EIN 13-3200244 INVESTMENT MANAGEMENT FEE | Investment management; Investment advisory (plan) Service code 27 | — | $0 |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35,008 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 240 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 35,248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HIGHMARK BLUE CROSS BLUE SHIELD | 36,989 | $71.5M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 33,460 | $24.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 36,989 | — |
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.