No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. EIN 43-1361841 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $11.8M |
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $6.2M |
| SILVERSCRIPT INSURANCE COMPANY NONE | Direct payment from the plan; Contract Administrator Service code 13 | PO BOX 52067 PHOENIX, AZ 85072 | $4.1M |
| ALIGHT SOLUTIONS LLC EIN 36-2235791 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $3.1M |
| HEWITT ASSOCIATES LLC EIN 36-2235791 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $2.2M |
| CVS PHARMACY INC. EIN 05-0340626 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.7M |
| 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 | — | $1.6M |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Investment management fees paid indirectly by plan; Investment management; Other fees; Investment management fees paid directly by plan; Direct payment from the plan; Non-monetary compensation Service code 28 | — | $1.1M |
| JP MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Trustee (discretionary); Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 24 | — | $972K |
| BEACON HEALTH OPTIONS INC. EIN 54-1414194 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $952K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Contract Administrator Service code 13 | — | $897K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid directly by plan; Trustee (directed); Investment management Service code 21 | — | $763K |
| AUTOMATIC DATA PROCESSING, INC. EIN 61-1169763 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $742K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Custodial (other than securities); Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Other fees Service code 18 | — | $698K |
| 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 | — | $686K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $583K |
| BKD, LLP EIN 44-0160260 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $525K |
| FMR LLC NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $459K |
| BLACKROCK FINANCIAL MANAGEMENT INC. EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Investment management; Direct payment from the plan; Trustee (discretionary); Investment management fees paid directly by plan Service code 21 | — | $403K |
| EACM ADVISORS LLC EIN 20-1348795 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Other fees; Securities brokerage commissions and fees; Investment management; Direct payment from the plan; Investment management fees paid indirectly by plan Service code 28 | — | $399K |
| AT&T INC. EIN 43-1301883 PLAN SPONSOR | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $374K |
| 3I EUROPARTNERS VA LP NONE | Investment management; Direct payment from the plan Service code 28 | — | $284K |
| PRUDENTIAL INVESTMENT MANAGEMENT EIN 22-2540245 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $267K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $263K |
| ALLSUP INC EIN 37-1170934 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $222K |
| FROST BANK EIN 74-6036463 NONE | Trustee (directed); Securities brokerage commissions and fees; Direct payment from the plan Service code 25 | — | $211K |
| FLEISHMAN-HILLARD INC. EIN 43-1791685 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $152K |
| TIMBERLAND INVESTMENT RESOURCES LLC EIN 27-0065303 NONE | Investment management fees paid indirectly by plan; Contract Administrator; Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 13 | — | $137K |
| FOREST INVESTMENT ASSOCIATES EIN 58-1678729 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $96K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $77K |
| NOVA MARKETING SERVICES, INC. EIN 43-0633498 NONE | Other services; Direct payment from the plan Service code 49 | — | $49K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management; Custodial (other than securities); Other fees; Investment management fees paid directly by plan; Direct payment from the plan Service code 18 | — | $46K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $45K |
| CORPORATION SERVICE COMPANY EIN 51-0009810 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $40K |
| ROCKPOINT RE FUND I GP, LLC EIN 83-0369455 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $18K |
| DIRECTPATH LLC EIN 02-0677999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $10K |
| KPMG LIMITED NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| ANDERSEN TAX HOLDINGS LLC EIN 33-1197384 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 321,874 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 321,874 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(55 contracts, 27 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 12,797 | $200.7M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 52 | $364K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 291,874 | $202.1M |
| Prescription drug(7 contracts, 6 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 12,797 | $76.7M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 291,874 | $205.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291,874 | — |
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.