No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 56-2526063 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| CVS CAREMARK EIN 05-0304626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.0M |
| MEKETA INVESTMENT GROUP, INC EIN 04-2659023 NONE | Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $278K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Custodial (other than securities); Investment management fees paid indirectly by plan; Custodial (securities) Service code 18 | — | $231K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $217K |
| CONDUENT HR CONSULTING, LLC EIN 81-2983623 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $93K |
| BUCK GLOBAL, LLC EIN 83-1116912 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $73K |
| WITHUMSMITH & BROWN PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $57K |
| THOMAS F. DUZAK EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $41K |
| DURHAM, JONES & PINEGAR, P. C. EIN 87-0399832 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| JP MORGAN EIN 13-4994650 NONE | Other investment fees and expenses; Custodial (other than securities); Direct payment from the plan; Float revenue Service code 18 | — | $36K |
| JEFFREY LEWIS EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $34K |
| SCOTT M SPENCER EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $34K |
| TED NELSON EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $34K |
| TERESA GHILARDUCCI EIN 26-6330284 PLAN FIDUCIARY | Direct payment from the plan; Named fiduciary Service code 31 | — | $34K |
| WILLIAM IVEY EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $34K |
| PAUL WHITEHEAD EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $32K |
| SIMONE L ROCKSTROH EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $32K |
| HAZEL BROADNAX EIN 26-6330284 PLAN FIDUCIARY | Named fiduciary; Direct payment from the plan Service code 31 | — | $32K |
| ALAN REUTHER NONE | Direct payment from the plan; Consulting (general) Service code 16 | 3312 PERRY LANE AUSTIN, TX 78731 | $28K |
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 | 17,027 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,027 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK INC. | 25,149 | $19.9M |
| Dental | DELTA DENTAL OF OHIO | 26,251 | $1.6M |
| Prescription drug | HIGHMARK INC. | 25,149 | $19.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 26,251 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.