No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CVS PHARMACY, INC EIN 05-0340626 SERVICE PROVIDER | Contract Administrator; Direct payment from the plan Service code 13 | — | $22.9M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 SERVICE PROVIDER | Claims processing; Direct payment from the plan Service code 12 | — | $4.8M |
| EMPLOYEES OF ELECTRICAL WELFARE FD EIN 52-6038507 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $4.3M |
| JANUS ASSOCIATES, INC. EIN 52-1306404 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $565K |
| TELLIGEN INC. EIN 42-0992483 SERVICE PROVIDER | Contract Administrator; Direct payment from the plan Service code 13 | — | $326K |
| CHARTWELL INVESTMENT PARTNERS, INC EIN 36-4776242 SERVICE PROVIDER | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $320K |
| VIRTA MEDICAL P.C. EIN 36-4841662 SERVICE PROVIDER | Direct payment from the plan; Contract Administrator Service code 13 | — | $293K |
| THE SEGAL COMPANY EIN 13-1835864 SERVICE PROVIDER | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $180K |
| SLEVIN AND HART, P.C. EIN 52-1708613 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $146K |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 SERVICE PROVIDER | Contract Administrator; Direct payment from the plan; Float revenue; Non-monetary compensation; Claims processing; Participant communication; Other services Service code 12 | — | $140K |
| O'DONOGHUE AND O'DONOGHUE EIN 52-0120528 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $88K |
| SIERRA INVESTMENT PARTNERS INC EIN 68-0370668 SERVICE PROVIDER | Investment management fees paid directly by plan Service code 51 | — | $76K |
| SARFINO AND RHOADES EIN 52-0961657 SERVICE PROVIDER | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $75K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 SERVICE PROVIDER | Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $62K |
| M&T BANK EIN 16-0538020 SERVICE PROVIDER | Direct payment from the plan; Custodial (securities) Service code 19 | — | $60K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 SERVICE PROVIDER | Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $25K |
| RYAN AND WETMORE, PC EIN 52-1753100 SERVICE PROVIDER | Legal; Direct payment from the plan Service code 29 | — | $13K |
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 | 10,476 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,867 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,343 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 12,174 | $0 |
| Other | NATIONWIDE | 13,000 | $81K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,000 | — |
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.