No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Other fees; Claims processing Service code 12 | — | $13.8M |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Claims processing; Participant communication Service code 12 | — | $2.0M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing Service code 12 | — | $1.5M |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Other services Service code 49 | — | $1.2M |
| COMPUSYS OF UTAH, INC. EIN 84-0869853 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $623K |
| CONSILIUM (GFAR HEALTH SERVICES) EIN 81-2346422 NONE | Other services Service code 49 | — | $510K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $384K |
| TELADOC, INC EIN 04-3705970 NONE | Other services Service code 49 | — | $370K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Copying and duplicating; Other services Service code 36 | — | $342K |
| KEVIN CHESNIAK EIN 36-6066988 EMPLOYEE | Employee (plan); Non-monetary compensation; Plan Administrator Service code 14 | — | $329K |
| DENTAL NETWORK OF AMERICA LLC EIN 36-3339483 NONE | Claims processing Service code 12 | — | $309K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial; Consulting (general); Non-monetary compensation Service code 11 | — | $271K |
| UNITED SYSTEMS AND SOFTWARE EIN 59-1918677 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $237K |
| BOND BROTHERS & CO. EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $237K |
| WESTERN ASSET MANAGEMENT CO EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $179K |
| JEFFREY MARSHALL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $169K |
| MARY GARITE EIN 36-6066988 EMPLOYEE | Non-monetary compensation; Employee (plan) Service code 30 | — | $156K |
| TRUSTMARK LIFE INS CO EIN 36-3421358 NONE | Claims processing Service code 12 | — | $152K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $151K |
| KATHLYN HAMES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $143K |
| MCMORGAN & COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $137K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Soft dollars commissions Service code 19 | — | $136K |
| AMY FRAZIER EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $134K |
| GERALYN HAMES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| DWAYNE JOYNER EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| ALISON HUNT EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| FISHER FRANCIS TREES & WATTS INC EIN 13-2758875 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $115K |
| ASHER GITTLER & D'ALBA LTD EIN 36-2786883 NONE | Legal Service code 29 | — | $113K |
| SUSAN CLARK EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $111K |
| DONNA KEEFE EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| SHAMILA CASSIM EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $105K |
| MARY HAYES EIN 36-6066988 EMPLOYEE | Employee (plan); Non-monetary compensation Service code 30 | — | $103K |
| NANCY STAMPLE EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| SANDY RAMEY EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| CHRISTINA MICARI EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $100K |
| GEORGIANNE HUDSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| CATHY HUBBARD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| JOANNE ROBBINS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| MARIA RAMIREZ EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| DIANNA BRADFORD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| LAURA BUSSMAN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| BANK OF AMERICA MERRILL LYNCH EIN 94-1687665 NONE | Custodial (other than securities) Service code 18 | — | $94K |
| WENDY WILLIAMS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| PATRICIA ROMMEL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $93K |
| SHARON ROTH EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| JANET TORRES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| DEBORAH BECKSTROM EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| CAROLYN FRUEH EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| PEGGY OLSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
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 | 38,389 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,128 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 40,517 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 34,685 | $2.3M |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 34,685 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 34,685 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.