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 | — | $2.1M |
| DELTA DENTAL EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $422K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $383K |
| AETNA LIFE INSURANCE COMPANY EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $332K |
| COMERICA BANK & TRUST NA EIN 34-1778431 NONE | Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management Service code 21 | — | $328K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $300K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $278K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $231K |
| BENEFITS ADMINSTRATIVE SERVICES EIN 34-1627054 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $216K |
| UMR EIN 39-1995276 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $211K |
| SANDS CAPITAL MANAGEMENT EIN 54-1578408 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $174K |
| TCW - METWEST EIN 13-3749506 NONE | Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $158K |
| SAGE ADVISORY SERVICES LTD. EIN 74-2798841 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $157K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 41-1533211 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $133K |
| HARDING LOEVNER EIN 27-0684167 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $133K |
| AON HEWITT CORPORATION EIN 27-2436452 NONE | Direct payment from the plan; Investment management; Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $128K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $117K |
| CAPITAL GROUP COMPANIES, INC. EIN 86-0206507 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $102K |
| ARISTOTLE INTERNATIONAL INC EIN 06-1022613 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $97K |
| FULLER & THALER EIN 94-3176968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $81K |
| EASCOLAW EIN 81-1201033 NONE | Legal; Direct payment from the plan Service code 29 | — | $78K |
| CLEARBRIDGE INVESTMENTS, LLC EIN 01-0846058 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $75K |
| CAREMARK EIN 05-0603589 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $63K |
| GENEVA CAPITAL MANAGEMENT LLC EIN 39-1567956 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $60K |
| JENNISON ASSOCIATES LLC EIN 13-2631108 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $45K |
| FEDERATED MDT EIN 25-1111467 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| IAN D. LANOFF EIN 33-9329225 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| PIMCO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| DONN J VIOLA EIN 26-0698939 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $35K |
| WAYNE KRZYSIAK EIN 45-5572011 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $30K |
| PAYFLEX EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $29K |
| DOUGLAS HUNTER EIN 26-0698808 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $27K |
| EARNEST PARTNERS, LLC EIN 58-2386669 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| STEVE SHELTON EIN 30-1120175 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| MILLER, COOPER & CO. LTD EIN 36-2897372 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| NUANCE INVESTMENTS, LLC EIN 26-3649176 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $25K |
| CAMBIAR EIN 84-1596610 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| MURPHY LANDEN JONES EIN 81-3400282 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| BDO ACCOUNTING EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,442 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 886 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 19,634 | $19.9M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9,389 | $4.4M |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 19,634 | $19.9M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9,389 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,634 | — |
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.