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No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRUDENTIAL INSURANCE CO. EIN 22-1211670 NONE KNOWN | Direct payment from the plan; Investment management; Insurance agents and brokers; Investment management fees paid directly by plan; Shareholder servicing fees; Insurance services; Other investment fees and expenses Service code 22 | — | $3.0M |
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Direct payment from the plan; Other services; Float revenue Service code 12 | — | $1.5M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $42K |
| HMH CONSULTING EIN 56-2559267 NONE KNOWN | Consulting (general); Direct payment from the plan Service code 16 | — | $35K |
| PLANTE & MORAN PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| ELI LILLY AND COMPANY EIN 35-0470950 PLAN SPONSOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $28K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE KNOWN | Trustee (directed); Other services; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan Service code 19 | — | $24K |
| AON CONSULTING, INC. EIN 22-2232264 NONE KNOWN | Actuarial; Direct payment from the plan Service code 11 | — | $14K |
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 | 10,938 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 857 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,795 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | ANTHEM INSURANCE COMPANIES, INC. | 3,583 | $303K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,583 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.