No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $10.1M |
| UNITEDHEALTHCARE SERVICES INC. EIN 43-1361841 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $6.0M |
| ALIGHT SOLUTIONS LLC EIN 36-2235791 NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $3.8M |
| SILVERSCRIPT INSURANCE COMPANY NONE | Contract Administrator; Direct payment from the plan Service code 13 | PO BOX 52067 PHOENIX, AZ 85072 | $3.3M |
| CVS PHARMACY INC. EIN 05-0340626 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.6M |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 06-0303370 NONE | Contract Administrator; Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 13 | — | $1.3M |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Trustee (directed); Investment management; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $1.2M |
| 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 | — | $1.2M |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Contract Administrator; Investment management Service code 13 | — | $1.1M |
| BEACON HEALTH OPTIONS INC. EIN 54-1414194 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $817K |
| WESTERN ASSET MANAGEMENT COMPANY EIN 95-2705767 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management; Non-monetary compensation; Other fees; Investment management fees paid directly by plan Service code 28 | — | $804K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Trustee (discretionary); Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management; Investment advisory (plan) Service code 24 | — | $561K |
| BKD, LLP EIN 44-0160260 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $433K |
| STANDISH MELLON ASSET MANAGEMENT CO EIN 04-3404987 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $421K |
| FMR LLC NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $391K |
| PRUDENTIAL INVESTMENT MANAGEMENT EIN 22-2540245 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $281K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $179K |
| TIMBERLAND INVESTMENT RESOURCES LLC EIN 27-0065303 NONE | Contract Administrator; Direct payment from the plan; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 13 | — | $123K |
| ALLSUP INC EIN 37-1170934 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $119K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $109K |
| BLACKROCK FINANCIAL MANAGEMENT INC. EIN 94-3112180 NONE | Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 21 | — | $105K |
| FROST BANK EIN 74-6036463 NONE | Direct payment from the plan; Securities brokerage commissions and fees; Trustee (directed) Service code 25 | — | $75K |
| FLEISHMAN-HILLARD INC. EIN 43-1791685 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $61K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (other than securities); Investment management; Investment management fees paid directly by plan; Other fees; Direct payment from the plan Service code 18 | — | $59K |
| FOREST INVESTMENT ASSOCIATES EIN 58-1678729 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $54K |
| NOVA MARKETING SERVICES, INC. EIN 43-0633498 NONE | Other services; Direct payment from the plan Service code 49 | — | $44K |
| HAMILTON LANE ADVISORS LLC EIN 23-2962336 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $19K |
| ROCKPOINT RE FUND II GP, LLC EIN 83-0369455 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $13K |
| CORPORATION SERVICE COMPANY EIN 51-0009810 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $11K |
| DIRECTPATH LLC EIN 02-0677999 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| ANDERSEN TAX HOLDINGS LLC EIN 33-1197384 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $5K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Direct payment from the plan; Named fiduciary; Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | -$138K |
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 | 314,762 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 314,762 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(37 contracts, 21 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 10,627 | $168.7M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 495 | $2.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 284,784 | $205.3M |
| Prescription drug(5 contracts, 5 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 10,627 | $72.9M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 284,784 | $211.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 284,784 | — |
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.