No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $14.5M |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Claims processing; Plan Administrator Service code 12 | — | $527K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Plan Administrator; Claims processing Service code 12 | — | $254K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Custodial (securities); Contract Administrator; Investment management; Trustee (bank, trust company, or similar financial institution) Service code 13 | — | $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 | 33,663 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 250 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 33,913 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC.--NORTHERN CALIFORNIA | 1,379 | $11.2M |
| Dental | AETNA LIFE INSURANCE COMPANY | 31,481 | $6.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 62,499 | $10.7M |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 31,481 | $6.6M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC.--NORTHERN CALIFORNIA | 1,379 | $11.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 62,499 | $10.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 62,499 | — |
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.