No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTHCARE EIN 62-1218053 NONE | Other services; Direct payment from the plan; Contract Administrator; Participant communication; Float revenue; Named fiduciary; Non-monetary compensation; Claims processing Service code 12 | — | $1.2M |
| CARDAY ASSOCIATES NONE | Direct payment from the plan; Plan Administrator Service code 14 | 3130 AMES PLACE, NE WASHINGTON, DC 20018 | $929K |
| MOONEY GREEN SAINDON MURPHY & WELCH EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $284K |
| MORGAN LEWIS ET AL EIN 53-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $235K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $144K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Direct payment from the plan; Investment management Service code 28 | — | $92K |
| SEGAL BRYANT HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $88K |
| ROTHCHILD ASSET MANAGEMENT EIN 13-2544634 NONE | Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $75K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $39K |
| NORTHERN TRUST NONE | Custodial (securities); Direct payment from the plan Service code 19 | 800 CONNECTICUT AVE WASHINGTON, DC 20006 | $20K |
| MILLER KAPLAN ARASE LLP NONE | Accounting (including auditing) Service code 10 | 4123 LANKERSHIM BLVD NORTH HOLLYWOOD, CA 91602 | $18K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $17K |
| MICHAEL BULL TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 3130 AMES PLACE, NE WASHINGTON, DC 200181513 | $14K |
| PHILLIP GILES TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 3130 AMES PLACE, NE WASHINGTON, DC 200181513 | $13K |
| ERIC WEISS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 3130 AMES PLACE, NE WASHINGTON, DC 200181513 | $13K |
| SUNTRUST BANK EIN 53-0116200 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $11K |
| SALTER & COMPANY LLC EIN 20-8078757 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $10K |
| BUSINESS HEALTH SERVICES EIN 52-1306404 NONE | Insurance services Service code 23 | — | $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 | 3,417 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,418 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VSP VISION CARE | 3,242 | $0 |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 10,963 | $556K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 10,963 | $556K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,963 | — |
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.