No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | — | $4.9M |
| UNITED HEALTH CARE EIN 36-2739571 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | — | $4.0M |
| AON HEWITT EIN 36-2235791 CONSULTING | Consulting (pension) Service code 17 | — | $1.3M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | — | $1.0M |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMINISTRATOR | Consulting (pension) Service code 17 | — | $611K |
| BLUE CHOICE HEALTH PLAN EIN 97-0768835 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | — | $325K |
| THE VANGUARD GROUP EIN 23-1945930 CONSULTING | Consulting (pension) Service code 17 | — | $294K |
| ERNST & YOUNG EIN 34-6565596 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $57K |
| NORTHERN TRUST CORPORATION EIN 36-1561860 BANKING | Other fees Service code 99 | — | $10K |
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 | 15,577 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,231 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 16,808 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY | 9,682 | $3.4M |
| Long-term disability | PRUDENTIAL DISABILITY MANAGEMENT SERVICES | 8,511 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,682 | — |
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.