No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLEGIANCE EIN 80-0400550 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.4M |
| SYMETRA FINANCIAL EIN 91-0742147 NONE | Contract Administrator Service code 13 | — | $1.1M |
| ACTIVE HEALTH EIN 52-2182411 NONE | Contract Administrator Service code 13 | — | $374K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Contract Administrator Service code 13 | — | $337K |
| DELTA DENTAL EIN 23-1667011 NONE | Contract Administrator Service code 13 | — | $201K |
| PNC BANK, NA EIN 25-1211909 NONE | Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $30K |
| AON CONSULTING EIN 22-2232264 NONE | Consulting (general) Service code 16 | — | $29K |
| KPMG, LLP EIN 13-5565207 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| CERIDIAN EIN 41-1981625 NONE | Contract Administrator Service code 13 | — | $16K |
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 | 5,236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,203 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | SYMETRA FINANCIAL | 4,626 | $820K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,626 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
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.