No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. EIN 43-1361841 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $21.2M |
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $17.1M |
| CVS PHARMACY INC. EIN 05-0340626 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $5.8M |
| SILVERSCRIPT INSURANCE COMPANY NONE | Contract Administrator; Direct payment from the plan Service code 13 | PO BOX 52067 PHOENIX, AZ 85072 | $5.3M |
| BRIDGEWATER ASSOCIATES LP EIN 13-2871809 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Investment management fees paid indirectly by plan Service code 28 | — | $3.5M |
| AT&T INC. EIN 43-1301883 PLAN SPONSOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $3.5M |
| BEACON HEALTH OPTIONS INC. EIN 54-1414194 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.9M |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 06-0303370 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Contract Administrator Service code 13 | — | $2.4M |
| MELLON TRUST OF NEW ENGLAND, N.A. EIN 41-1107280 NONE | Investment management; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (directed) Service code 21 | — | $2.0M |
| EACM ADVISORS LLC EIN 20-1348795 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Other fees; Securities brokerage commissions and fees Service code 28 | — | $1.9M |
| AON CONSULTING INC. EIN 22-2232264 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $1.8M |
| STANDISH MELLON ASSET MANAGEMENT CO EIN 04-3404987 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $1.4M |
| NOVA MARKETING SERVICES, INC. EIN 43-0633498 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.4M |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator; Investment management; Investment management fees paid directly by plan Service code 13 | — | $1.1M |
| ADP BENEFIT SERVICES, KY EIN 61-1169763 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $965K |
| JP MORGAN ASSET MANAGEMENT EIN 13-3200244 NONE | Investment management fees paid directly by plan; Trustee (discretionary); Investment management; Investment advisory (plan); Direct payment from the plan; Investment management fees paid indirectly by plan Service code 24 | — | $758K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management; Direct payment from the plan; Other fees; Investment management fees paid directly by plan; Non-monetary compensation Service code 28 | — | $670K |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $553K |
| BLACKROCK FINANCIAL MANAGEMENT INC. EIN 13-3806691 NONE | Non-monetary compensation; Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $528K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Direct payment from the plan; Investment management; Custodial (securities); Other fees; Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $500K |
| SILCHESTER INTERNATIONAL INVESTORS EIN 13-3854742 NONE | Contract Administrator; Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 13 | — | $490K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $480K |
| HIGHROADS INC. EIN 12-3456789 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $480K |
| BKD, LLP EIN 44-0160260 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $365K |
| PRUDENTIAL INVESTMENT MANAGEMENT EIN 22-2540245 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $272K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $247K |
| ALLSUP INC EIN 37-1170934 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $175K |
| FOREST INVESTMENT ASSOCIATES NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 15 PIEDMONT ROAD NE ATLANTA, GA 30305 | $148K |
| TIMBERLAND INVESTMENT RESOURCES LLC EIN 27-0065303 NONE | Investment management fees paid indirectly by plan; Contract Administrator; Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 13 | — | $110K |
| FLEISHMAN-HILLARD INC. EIN 43-1791685 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $67K |
| ROCKPOINT RE FUND I GP, LLC EIN 83-0369455 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $48K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Custodial (other than securities); Other fees Service code 18 | — | $35K |
| CORPORATION SERVICE COMPANY EIN 51-0009810 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| STATE STREET CORPORATION EIN 04-2456637 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $22K |
| KPMG LIMITED NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
| ROCKPOINT REAL ESTATE FUND II GP EIN 20-3033146 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $14K |
| ANDERSEN TAX HOLDINGS LLC EIN 33-1197384 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| MEZZACAPPA MANAGEMENT, LLC EIN 13-4034324 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Investment management fees paid indirectly by plan Service code 28 | — | $3K |
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 | 322,173 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 322,173 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(80 contracts, 36 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2,247 | $130.2M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 71 | $523K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 300,541 | $191.5M |
| Prescription drug(9 contracts, 7 carriers) | BLUE CARE NETWORK OF MICHIGAN | 351 | $7.7M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 300,541 | $194.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 300,541 | — |
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.