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 | — | $601K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Participant communication; Contract Administrator; Direct payment from the plan Service code 13 | — | $378K |
| CAREMARK EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $289K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $57K |
| CROWE LLP EIN 35-0921680 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| BRYAN CAVE LLP NONE | Legal; Direct payment from the plan Service code 29 | 161 NORTH CLARK STREET, STE 4300 CHICAGO, IL 60601 | $27K |
| CIGNA HEALTH AND LIFE INS. COMPANY EIN 59-1031071 NONE | Contract Administrator; Non-monetary compensation; Other services; Direct payment from the plan; Claims processing; Participant communication; Float revenue Service code 12 | — | $19K |
| UNITED HEALTHCARE SERVICES, INC EIN 41-1289245 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $13K |
| ANDERSEN TAX NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 71 SOUTH WACKER DR #2600 CHICAGO, IL 60606 | $5K |
| JPMORGAN CHASE BANK EIN 13-4994650 TRUSTEE | Direct payment from the plan; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Float revenue; Trustee (directed); Securities brokerage commissions and fees Service code 21 | — | $5K |
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 | 3,397 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,397 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PARAMOUNT HEALTHCARE | 21 | $367K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,992 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,992 | — |
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.