No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Contract Administrator; Direct payment from the plan; Other fees Service code 13 | — | $5.0M |
| XEROX HR SOLUTIONS EIN 32-0293031 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $1.5M |
| TOWERS WATSON EIN 53-0181291 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $1.2M |
| CENTER FOR MEDICARE AND MEDICAL SER NONE | Direct payment from the plan; Other services Service code 49 | 7500 SECURITY BOULEVARD BALTIMORE, MD 21244 | $824K |
| RESOURCES GLOBAL PROFESSIONALS EIN 33-0832424 NONE | Consulting (general); Other services; Consulting fees; Direct payment from the plan; Participant communication Service code 16 | — | $775K |
| HEALTHYROADS INC EIN 33-0783504 NONE | Other services; Plan Administrator; Direct payment from the plan Service code 14 | — | $605K |
| CASTLIGHT EIN 26-1989091 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $559K |
| AETNA EIN 06-6033492 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $497K |
| DELTA DENTAL EIN 36-2612058 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $336K |
| MAGELLAN BEHAVIORAL HEALTH EIN 52-2135463 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $290K |
| BELL LITHO EIN 36-2550923 NONE | Direct payment from the plan; Copying and duplicating; Other services; Participant communication Service code 36 | — | $192K |
| GUIDESPARK EIN 26-2229814 NONE | Direct payment from the plan; Other services Service code 49 | — | $96K |
| CROWE HORWARTH EIN 35-0921680 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| CAPITOL HR CONSULTING EIN 26-1226363 NONE | Consulting fees; Direct payment from the plan; Consulting (general); Consulting (pension) Service code 16 | — | $18K |
| AON HEWITT ASSOCIATES LLC EIN 36-2235791 NONE | Consulting (general); Consulting (pension); Direct payment from the plan Service code 16 | — | $17K |
| WELLS FARGO NONE | Direct payment from the plan; Claims processing Service code 12 | 11000 OPTUM CIRCLE EDEN PRAIRIE, MN 55344 | $15K |
| EYEMED NONE | Contract Administrator; Direct payment from the plan Service code 13 | 4000 LUXOTTICA PLACE MASON, OH 45040 | $15K |
| JPMORGAN CHASE BANK EIN 13-4994650 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Trustee (directed); Securities brokerage commissions and fees; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 21 | — | $12K |
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 | 12,298 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,610 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 16 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,924 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | UNITEDHEALTHCARE OF OREGON, INC. | 221 | $6.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 130 | $864K |
| Vision(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 14,299 | $1.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 13,763 | $1.9M |
| Long-term disability | AETNA LIFE INSURANCE CO | 12 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,299 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.