No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CVS PHARMACY, INC EIN 05-0340626 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $7.0M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 SERVICE PROVIDER | Direct payment from the plan; Claims processing Service code 12 | — | $3.7M |
| EMPLOYEES OF ELECTRICAL WELFARE FD EIN 52-6038507 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $3.7M |
| CONIFER VALUE-BASED CARE, LLC SERVICE PROVIDER | Contract Administrator; Direct payment from the plan Service code 13 | 3560 DALLAS PARKWAY FRISCO, TX 75034 | $1.0M |
| JANUS ASSOCIATES, INC. EIN 52-1306404 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $511K |
| CHARTWELL INVESTMENT PARTNERS, INC EIN 36-4776242 SERVICE PROVIDER | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $208K |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 SERVICE PROVIDER | Direct payment from the plan; Claims processing; Non-monetary compensation; Other services; Contract Administrator; Float revenue; Participant communication Service code 12 | — | $136K |
| THE SEGAL COMPANY EIN 13-1835864 SERVICE PROVIDER | Actuarial; Direct payment from the plan Service code 11 | — | $128K |
| SARFINO AND RHOADES EIN 52-0961657 SERVICE PROVIDER | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $122K |
| MCCHESNEY AND DALE, P.C. EIN 52-1842141 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $84K |
| MCMAMEE HOSEA JERNIGAN KIM GREENAN EIN 52-1263853 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $35K |
| M&T BANK EIN 16-0538020 SERVICE PROVIDER | Direct payment from the plan; Custodial (securities) Service code 19 | — | $33K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 SERVICE PROVIDER | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | — | $20K |
| RYAN AND WETMORE EIN 52-1753100 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $20K |
| SEGAL MARCO ADVISORS EIN 13-2646110 SERVICE PROVIDER | Consulting (general); Direct payment from the plan Service code 16 | — | $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 | 8,898 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,297 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 286 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 10,481 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 10,186 | $0 |
| Other | NATIONWIDE LIFE INSURANCE COMPANY | 8,425 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,186 | — |
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.