No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees; Direct payment from the plan; Contract Administrator Service code 13 | — | $587K |
| CAREMARK EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $350K |
| CONDUENT HR CONSULTING EIN 32-0293031 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $147K |
| TOWERS WATSON DELAWARE, INC. EIN 53-0181291 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $88K |
| CROWE LLP EIN 35-0921680 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| JPMORGAN CHASE BANK EIN 13-4994650 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Float revenue; Trustee (directed); Securities brokerage commissions and fees; Direct payment from the plan Service code 21 | — | $6K |
| DELTA DENTAL EIN 36-2612058 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $6K |
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 | 2,747 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 882 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,629 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 51 | $564K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,468 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,468 | — |
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.