No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SVCS, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $711K |
| TOWERS WATSON EIN 53-0181291 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $79K |
| TRUVEEN HEALTH ANALYTICS EIN 39-1677922 NONE | Other services Service code 49 | — | $44K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 THIRD PARTY ADMIN | Contract Administrator Service code 13 | — | $37K |
| NATIONAL VISION ADMINISTRATORS EIN 25-1118523 NONE | Claims processing Service code 12 | — | $17K |
| WAGEWORKS HRA ADMIN EIN 94-3351864 NONE | Claims processing Service code 12 | — | $15K |
| BENEFIT CONCEPTS COBRA ADMIN EIN 05-0388095 NONE | Claims processing Service code 12 | — | $4K |
| HUMANA EIN 61-1013183 NONE | Claims processing Service code 12 | — | $818 |
| NM INVESTMENT MGMT CO EIN 45-2034777 SUB OF SPONSOR; INV MGR | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| CVS CAREMARK EIN 75-2882129 NONE | Claims processing Service code 12 | — | -$18K |
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 | 1,455 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,455 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM BLUE CROSS AND BLUE SHIELD COMPCARE HEALTH SERV INS (G0423) | 461 | $596K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 461 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.