No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 62-1218053 NONE | Direct payment from the plan; Participant communication; Contract Administrator; Claims processing Service code 12 | — | $1.3M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $995K |
| MOONEY,GREEN,SAINDON,MURPHY&WELCH EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $274K |
| MORGAN, LEWIS, ET AL. EIN 53-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $226K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $220K |
| HORIZON ACTUARY EIN 26-1370698 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $141K |
| ROTHCHILD ASSET MANAGEMENT EIN 13-2544639 NONE | Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | — | $93K |
| SALTER & COMPANY LLC EIN 20-8078757 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| SEGAL, BRYANT, HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $75K |
| NORTHERN TRUST NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 800 CONNECTICUT AVE NW WASHINGTON, DC 20006 | $58K |
| SUNTRUST EIN 53-0116200 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $40K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $15K |
| ERIC WEISS NONE | Trustee (individual); Direct payment from the plan Service code 20 | 8245 W. BUCKSPARK LANE POTOMAC, MD 20854 | $12K |
| MICHAEL BULL EIN 27-0438483 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 1404 ROUNDHOUSE LANE 501 ALEXANDRIA, VA 22314 | $12K |
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 | 3,236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 2,973 | $0 |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 10,504 | $533K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 10,504 | $533K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,504 | — |
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.