Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 49,835 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 268 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 50,103 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SEE ATTACHED | 0 | $6.7M |
| Dental | SEE ATTACHED | 0 | $6.7M |
| Vision | SEE ATTACHED | 0 | $6.7M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 8,422 | $4.0M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,386 | $2.9M |
| Prescription drug | SEE ATTACHED | 0 | $6.7M |
| Other(4 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 49,835 | $5.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 49,835 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Contract Administrator; Claims processing Service code 12 | 300 EAST RANDOLPH STREET CHICAGO, IL 60601 | $3.0M |
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $2.0M |
| INCLUDED HEALTH EIN 45-3580052 NONE | Other services Service code 49 | 1 CALIFORNIA STREET SUITE 2300 SAN FRANCISCO, CA 94111 | $1.2M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Contract Administrator; Claims processing Service code 12 | ONE EXPRESS WAY SAINT LOUIS, MO 63121 | $1.1M |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Consulting (general); Consulting fees; Actuarial Service code 11 | — | $221K |
| THE JELLYVISION LAB, INC EIN 36-4442819 NONE | Participant communication Service code 38 | 848 W. EASTMAN ST SUITE 104 CHICAGO, IL 60642 | $212K |
| ACCESSHOPE, LLC EIN 84-2818450 NONE | Other services Service code 49 | 1500 EAST DUARTE ROAD DUARTE, CA 91010 | $62K |
| INSPIRA FINANCIAL HEALTH, INC EIN 91-1774434 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | PO BOX 2239 OMAHA, NE 68103 | $50K |
| BANK OF AMERICA CORPORATE CENTER EIN 56-0906609 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | 100 N. TRYON STREET CHARLOTTE, NC 28255 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
4 contacts
10 filings · 2016 to 2025