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 | — | $1.9M |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.4M |
| EASCOLAW EIN 81-1201033 NONE | Legal; Direct payment from the plan Service code 29 | — | $501K |
| AETNA LIFE INSURANCE COMPANY EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $425K |
| DELTA DENTAL EIN 38-1791480 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $392K |
| SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $362K |
| UMR EIN 39-1995276 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $337K |
| JPMORGAN INVESTMENT MANAGEMENT, INC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $315K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $233K |
| BENEFITS ADMINSTRATIVE SERVICES EIN 34-1627054 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $207K |
| SANDS CAPITAL MANAGEMENT EIN 54-1578408 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $188K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $168K |
| COMERICA EIN 34-1778431 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $132K |
| METROPOLITAN WEST EIN 59-2905871 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $130K |
| AON HEWITT CORPORATION EIN 27-2436452 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $121K |
| HARDING LOEVNER EIN 27-0684167 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $103K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $92K |
| CAMBIAR EIN 84-1596610 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $81K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $68K |
| CLEARBRIDGE INVESTMENTS, LLC EIN 01-0846058 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $66K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 41-1533211 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $66K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $59K |
| FULLER & THALER EIN 94-3176968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $58K |
| TCW - METWEST EIN 13-3749506 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $47K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $44K |
| DONN J VIOLA EIN 26-0698939 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $42K |
| GENEVA CAPITAL MANAGEMENT LLC EIN 39-1567956 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| SAGE ADVISORY SERVICES LTD. EIN 74-2798841 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| PAYFLEX EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $39K |
| MELLON CAPITAL MGMT CORPORATION EIN 34-1778431 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| JENNISON ASSOCIATES LLC EIN 13-2631108 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| INVESTEC ASSET MANAGEMENT GROUP EIN 95-4452894 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $32K |
| FEDERATED MDT EIN 25-1111467 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $31K |
| DOUGLAS HUNTER EIN 26-0698808 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $27K |
| CAREMARK EIN 05-0603589 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $22K |
| WAYNE KRZYSIAK EIN 45-5572011 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $21K |
| STEVE SHELTON EIN 30-1120175 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $19K |
| MURPHY LANDEN JONES EIN 81-3400282 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
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 | 16,242 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,013 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,255 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 21,869 | $2.9M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 10,803 | $4.8M |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 21,869 | $2.9M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 10,803 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,869 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.