Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Hewitt Ins Brokerage LLC LifeLTDOther | LifeLTDOther | |
Vision | Vision | |
Broker: Aon Corporation Dental | Dental | |
Broker: Mercer Health & Benefits LLC Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 9 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 4,810 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,438 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 22 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,270 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE COMPANY | 480 | $195K |
| Vision | EYEMED VISION CARE | 11,698 | $917K |
| Life insurance(5 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 14,083 | $12.2M |
| Long-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 14,083 | $12.0M |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,083 | $11.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,083 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Metropolitan Life Insurance Company | |
Carrier: Aetna Life Insurance Company | |
Carrier: National Union Fire Ins. Co. of Pittsburgh |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.9M |
| ALIGHT SOLUTIONS EIN 82-1061233 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $705K |
| ARCHIMEDES NONE | Other services; Direct payment from the plan Service code 49 | 3001 N ROCKY POINT DR E TAMPA, FL 33607 | $401K |
| CAREMARK EIN 05-0340626 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $366K |
| EMBOLD HEALTH INC. EIN 82-1812939 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $222K |
| AETNA EIN 06-6033492 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $142K |
| HEALTH ADVOCATE EIN 23-3080019 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $111K |
| EXTEND HEALTH EIN 26-0775680 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $88K |
| TELADOC EIN 04-3705970 NONE | Direct payment from the plan; Other services Service code 49 | — | $69K |
| ACCESS HOPE NONE | Direct payment from the plan; Contract Administrator Service code 13 | 1500 E DUARTE RD DUARTE, CA 91010 | $54K |
| ACE SOLUTIONS NONE | Direct payment from the plan; Other services Service code 49 | 7 OLD BLACKSTOCK RD SPARTANBURG, SC 29301 | $41K |
| NORTHERN TRUST EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Float revenue Service code 21 | — | $20K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025