No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Participant communication; Float revenue; Claims processing; Non-monetary compensation; Contract Administrator; Named fiduciary; Other services; Direct payment from the plan Service code 12 | — | $7.1M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.0M |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $827K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $625K |
| TUCKER ARENSBERG ATTORNEYS EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $597K |
| INVESCO ADVISORS EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $583K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $544K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $508K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $398K |
| AMERICAN STRATEGIC VALUE REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $344K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $311K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $308K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance agents and brokers; Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $290K |
| REINHART BOERNER VAN DEUREN, S.C EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $280K |
| BANK OF LABOR EIN 48-0150325 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $260K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $256K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $232K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $189K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $183K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Non-monetary compensation; Direct payment from the plan; Investment advisory (plan); Investment management Service code 27 | — | $176K |
| HINGE HEALTH EIN 81-1884841 NONE | Direct payment from the plan; Other services Service code 49 | — | $175K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $158K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $151K |
| RHONDA MAHON-WHITE EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $143K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $143K |
| LORA HOLT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $142K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $138K |
| ACADIAN ASSET MANAGEMENT LLC EIN 04-2929221 NONE | Other services; Investment management; Investment management fees paid directly by plan Service code 28 | — | $133K |
| VIRTA NONE | Other services; Direct payment from the plan Service code 49 | 3513 BRIGHTON BLVD DENVER, CO 80216 | $129K |
| AMBASSADOR BUILDING LLC EIN 84-3258758 NONE | Other services; Direct payment from the plan Service code 49 | — | $103K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $85K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $83K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| CYNTHIA DEKEYSER EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| CCAW JV, LLC NONE | Claims processing; Direct payment from the plan Service code 12 | 4400 EASTON COMMONS WAY SUITE 125 COLUMBUS, OH 43219 | $61K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $54K |
| PHARMACY INVESTIGATORS & CONSULTANT EIN 83-1412332 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $50K |
| CHRISTINE KING EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| STEVE OROZCO EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Other services Service code 49 | — | $42K |
| JAMES CHARLES MATTHEWS NONE | Consulting (general); Direct payment from the plan Service code 16 | 2331 BURCHARD ST SE BENTON HARBOR, MI 49022 | $42K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| UPTODATE NONE | Claims processing; Direct payment from the plan Service code 12 | 230 CITYPOINT, 230 3RD AVE WALTHAM, MA 02451 | $33K |
| LUMEN NONE | Other services; Direct payment from the plan Service code 49 | 100 CENTURYLINK DRIVE MONROE, LA 71203 | $32K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $26K |
| AMERICAN WELL CORPORATION NONE | Other services; Direct payment from the plan Service code 49 | 75 STATE STREET 26TH FLOOR BOSTON, MA 02109 | $23K |
| CONVERGEONE, INC EIN 41-1763228 NONE | Direct payment from the plan; Other services Service code 49 | — | $22K |
| ST. CROIX EIN 39-1151669 NONE | Other services; Direct payment from the plan Service code 49 | — | $21K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $17K |
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 | 8,812 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,075 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,887 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 6,743 | $10.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,496 | $568K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,812 | $874K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 6,743 | $10.3M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 7,496 | $568K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,812 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.