No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Plan Administrator Service code 13 | — | $3.9M |
| AETNA BEHAVIORAL HEALTH, LLC EIN 20-0446713 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $180K |
| AETNA HEALTH AND HUMAN RESOURCE CTR EIN 33-0052273 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $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 | 9,670 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 9,670 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 22 | $163K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 12,141 | $998K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 9,670 | $1.9M |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 9,638 | $1.4M |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 3,948 | $588K |
| Other(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 686 | $59K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,141 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.