No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SILVERSCRIPT INSURANCE COMPANY EIN 38-0456365 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.2M |
| AETNA LIFE INSURANCE COMPANY EIN 06-0843803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.5M |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $854K |
| MORGAN STANLEY EIN 11-2418191 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $765K |
| DELTA DENTAL EIN 38-1791480 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $522K |
| WESTFIELD CAPITAL EIN 30-0027188 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $272K |
| TCW - MIDWEST EIN 13-3749506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $178K |
| COMERICA EIN 34-1778431 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $166K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $164K |
| HARDING LOEVNER EIN 27-0684167 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $145K |
| CAMBIAR EIN 84-1596610 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $140K |
| SANDS CAPITAL MANAGEMENT EIN 54-1578408 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $132K |
| SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $132K |
| INVESCO REIT EIN 76-0387151 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $128K |
| AON HEWITT CORPORATION EIN 27-2436452 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan); Investment management Service code 27 | — | $112K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $110K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 41-1533211 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $103K |
| BENEFITS ADMINSTRATIVE SERVICES EIN 34-1627054 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $100K |
| SEIX INVESTOR ADVISOR EIN 58-1604573 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $95K |
| FULLER & THALER EIN 94-3176968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $94K |
| PAYFLEX EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $88K |
| C.S. MCKEE LP EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $87K |
| PIMCO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $85K |
| FEDERAL INSURANCE COMPANY EIN 13-1963496 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $84K |
| EASCOLAW EIN 81-1201033 NONE | Legal; Direct payment from the plan Service code 29 | — | $83K |
| LOOMIS SAYLES EIN 39-6797388 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $79K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $55K |
| BDO ACCOUNTING EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $55K |
| WEDGEWOOD EIN 43-1468106 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $46K |
| DONN J VIOLA EIN 26-0698939 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $41K |
| INVESTC EIN 37-1736857 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
| MELLON CAPITAL MGMT CORPORATION EIN 25-1442864 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $39K |
| CAREMARK EIN 05-0603589 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $33K |
| SAGE ADVISORY SERVICES LTD. EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $32K |
| BLACKROCK INC. EIN 32-0174431 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| JENNISON ASSOCIATES LLC EIN 13-2631108 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| WAYNE KRZYSIAK EIN 45-5572011 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $27K |
| DOUGLAS HUNTER EIN 26-0698808 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $21K |
| STEVE SHELTON NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1345 MCGILLIVRAY AVE SPRINGFIELD, OH 45503 | $17K |
| MURPHY LANDEN JONES EIN 81-3400282 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| MICHAEL LACOUR EIN 26-0699069 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| MILLER COOPER & CO, LTD EIN 36-2897372 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
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 | 18,855 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,151 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,006 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 23,692 | $17.4M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 12,845 | $5.1M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 12,845 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,692 | — |
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.