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 | — | $10.9M |
| EMPLOYEES OF ELECTRICAL WELFARE FD EIN 52-6038507 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $3.7M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 SERVICE PROVIDER | Direct payment from the plan; Claims processing Service code 12 | — | $3.5M |
| CONIFER VALUE-BASED CARE, LLC EIN 52-1964905 SERVICE PROVIDER | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.1M |
| JANUS ASSOCIATES, INC. EIN 52-1306404 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $574K |
| CHARTWELL INVESTMENT PARTNERS, INC EIN 36-4776242 SERVICE PROVIDER | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $230K |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 SERVICE PROVIDER | Direct payment from the plan; Participant communication; Other services; Non-monetary compensation; Claims processing; Float revenue; Contract Administrator Service code 12 | — | $159K |
| THE SEGAL COMPANY EIN 13-1835864 SERVICE PROVIDER | Actuarial; Direct payment from the plan Service code 11 | — | $150K |
| MCCHESNEY AND DALE, P.C. EIN 52-1842141 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $149K |
| SARFINO AND RHOADES EIN 52-0961657 SERVICE PROVIDER | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $123K |
| SLEVIN AND HART, P.C. EIN 52-1708613 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $117K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 SERVICE PROVIDER | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $87K |
| M&T BANK EIN 16-0538020 SERVICE PROVIDER | Direct payment from the plan; Custodial (securities) Service code 19 | — | $41K |
| GO CREATIVE EIN 48-1297237 SERVICE PROVIDER | Direct payment from the plan; Other services Service code 49 | — | $33K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 SERVICE PROVIDER | Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $21K |
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 | 9,575 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,708 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,283 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 10,814 | $0 |
| Other | NATIONWIDE LIFE INSURANCE COMPANY | 10,400 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,814 | — |
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.