| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SURVIVOR OUTREACH SERVICES5 Filed as: SURVIVOR OUTREACH SERVICES LLC | 6800 BISHOP ROAD SUITE 220 PLANO, TX 750244275 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $245K | $245K | 0.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | PO BOX 350 CONSHOHOCKEN, PA 19423 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $99K | — | $99K | 0.33% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | PO BOX 350 CONSHOHOCKEN, PA 19423 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $88K | — | $88K | 0.29% |
| ROBERT COMBI3 | SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $38K | — | $38K | 0.12% |
| FRED MAXWELL II3 | ACIUS GROUP SUITE 203, 2591 DALLAS PARKWAY FRISCO, TX 75034 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $25K | — | $25K | 0.08% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $23K | $23K | 0.08% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEDGWICK CMS INC. EIN 36-2685608 CONTRACT ADMINISTRATOR | Recordkeeping fees; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Account maintenance fees Service code 12 | — | $6.9M |
| DELTA DENTAL OF MISSOURI EIN 43-0908349 CONTRACT ADMINISTRATOR | Contract Administrator; Claims processing Service code 12 | — | $2.0M |
| ASCENSION HEALTHCARE EIN 31-1662309 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $1.2M |
| LIFEWORKS EIN 52-1883918 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.2M |
| VISION SERVICE PLAN EIN 36-3560825 CONTRACT ADMINISTRATOR | Direct payment from the plan; Claims processing; Recordkeeping fees; Account maintenance fees; Contract Administrator Service code 12 | — | $588K |
| ASCENSION EMPLOYER SOLUTIONS EAP EIN 39-1127163 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $257K |
| WESTERN ASSET MGMT CO. EIN 52-1200960 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $78K |
| GREENSFELDER, HEMKER, & GALE, PC EIN 43-1313567 LEGAL | Legal; Direct payment from the plan Service code 29 | — | $72K |
| NORTHERN TRUST EIN 36-1561860 TRUSTEE | Trustee (directed); Account maintenance fees; Recordkeeping fees Service code 25 | — | $71K |
| AON CONSULTING EIN 22-2232264 CONSULTING | Direct payment from the plan; Consulting (general); Copying and duplicating; Actuarial Service code 11 | — | $70K |
| CLIFTONLARSONALLEN, LLP EIN 41-0746749 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $55K |
| LOOMIS SAYLES & CO, L.P. EIN 04-3200030 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $49K |
| HRSOFT USA, INC EIN 01-0560270 OTHER SERVICES | Other services Service code 49 | — | $15K |
| EAGLE CAPITAL MGMT LLC EIN 22-3361201 INVESTMENT MANAGER | Investment management; Soft dollars commissions Service code 28 | — | $13K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
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 | 111,911 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 322 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 112,233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 111,602 | $39.5M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 321 | $156K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 111,602 | — |
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."
No prospect flags tripped on this filing.