No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SILVERSCRIPT INSURANCE COMPANY EIN 38-0456365 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.1M |
| DELTA DENTAL EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $449K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $351K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $339K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 41-1533211 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $309K |
| TCW - METWEST EIN 13-3749506 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $309K |
| COMERICA BANK & TRUST NA EIN 34-1778431 NONE | Investment management; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $291K |
| AETNA LIFE INSURANCE COMPANY EIN 06-0843803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $268K |
| HARDING LOEVNER EIN 27-0684167 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $253K |
| BENEFITS ADMINSTRATIVE SERVICES EIN 34-1627054 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $251K |
| HEALTHCOMP INTEGRATED SOLUTIONS LLC EIN 72-0519951 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $250K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $250K |
| CAPITAL GROUP COMPANIES, INC. EIN 86-0206507 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $241K |
| ARISTOTLE INTERNATIONAL INC EIN 06-1022613 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $236K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $232K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $163K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $145K |
| NUANCE INVESTMENTS, LLC EIN 26-3649176 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $144K |
| PUTNAM ULTRASHFL EIN 36-4488942 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $142K |
| AON HEWITT CORPORATION EIN 27-2436452 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $113K |
| JP MORGAN CHASE & CO. EIN 13-4994650 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $97K |
| GENEVA CAPITAL MANAGEMENT LLC EIN 39-1567956 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| BROWN ADVISORY, LLC EIN 26-0680642 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| CAREMARK EIN 05-0603589 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $80K |
| FULLER & THALER EIN 94-3176968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $79K |
| FEDERATED MDT EIN 25-1111467 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $73K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $72K |
| JENNISON ASSOCIATES LLC EIN 13-2631108 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $44K |
| SAGE ADVISORY SERVICES LTD. EIN 74-2798841 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $44K |
| ALLSPRING COREPLUS EIN 94-3382001 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $35K |
| WAYNE KRZYSIAK EIN 45-5572011 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $35K |
| PIMCO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| STEVE SHELTON EIN 30-1120175 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $28K |
| DOUGLAS HUNTER EIN 26-0698808 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $24K |
| FEDERATED HERMES COREPLUS EIN 25-1111467 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| STEPHEN GOLDMAN NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1656 DOVER HILL DRIVE JACKSONVILLE, FL 32225 | $23K |
| STUART WOHL NONE | Consulting (general); Direct payment from the plan Service code 16 | 7929 LIBERTY WAY PARKLAND, FL 33067 | $22K |
| GRANT THORNTON ADVISORS LLC EIN 99-1856619 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| IAN D. LANOFF EIN 33-9329225 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| TRUHEARING, INC. EIN 20-0415501 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $11K |
| ROBERT SCIOTTI NONE | Consulting (general); Direct payment from the plan Service code 16 | 15711 PINTO COURT CLINTON TWP, MI 48035 | $8K |
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 | 13,001 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 780 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,781 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INSURANCE COMPANY | 16,263 | $14.5M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 8,396 | $3.9M |
| Prescription drug | HUMANA INSURANCE COMPANY | 16,263 | $14.5M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 8,396 | $3.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,263 | — |
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.