No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO EIN 36-2739571 UNRELATED | Claims processing; Contract Administrator Service code 12 | — | $8.7M |
| OPTUMHEALTH CARE SOLUTIONS EIN 41-1591944 UNRELATED | Contract Administrator Service code 13 | — | $403K |
| TELADOC HEALTH INC EIN 04-3705970 UNRELATED | Contract Administrator Service code 13 | — | $380K |
| CIGNA EIN 06-0303370 UNRELATED | Contract Administrator; Claims processing Service code 12 | — | $248K |
| AETNA EIN 06-6033492 UNRELATED | Claims processing; Contract Administrator Service code 12 | — | $221K |
| KPMG, LLP EIN 13-5565207 UNRELATED | Accounting (including auditing) Service code 10 | — | $104K |
| AON CONSULTING EIN 22-2232264 UNRELATED | Accounting (including auditing) Service code 10 | — | $102K |
| ALIGHT SOLUTIONS, LLC EIN 82-1061233 UNRELATED | Contract Administrator Service code 13 | — | $84K |
| DELOITTE CONSULTING, LLP EIN 06-1454513 UNRELATED | Accounting (including auditing) Service code 10 | — | $53K |
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 | 21,328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 484 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,812 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | BANNER HEALTH AND AETNA HEALTH | 398 | $5.1M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY & AFFILIATES | 1,233 | $635K |
| Vision | EYEMED VISION CARE | 39,098 | $3.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39,098 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.