Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Strategic Non-Medical Solutions LLC Life | Life | |
HealthRxHMO | HealthRxHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 271,053 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 271,053 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 165,526 | $61.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 262,878 | $172.7M |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 3 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 262,878 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Metropolitan Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC EIN 36-2235791 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $9.4M |
| AT&T INC. EIN 43-1301883 PLAN SPONSOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.7M |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Trustee (directed) Service code 21 | — | $565K |
| FMR LLC NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $425K |
| UNITED HEALTHCARE SERVICES LLC EIN 43-1361841 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $390K |
| METROPOLITAN LIFE INSURANCE CO EIN 13-3114906 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $336K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $175K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $74K |
| ALLSUP INC. EIN 37-1170934 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $68K |
| CORPORATION SERVICE COMPANY EIN 51-0009810 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $23K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $18K |
| STANDISH MELLON ASSET MANAGEMENT CO EIN 04-3404987 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025