No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $968K |
| ZENITH AMERICAN SOLUTIONS EIN 95-1702986 NONE | Claims processing; Plan Administrator; Direct payment from the plan; Contract Administrator Service code 12 | — | $737K |
| WESTWOOD HOLDING GROUP INC EIN 13-3160186 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $557K |
| FRED ALGER MGMT EIN 13-2510833 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $553K |
| MW POST ADVISORY GROUP EIN 95-4818300 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $409K |
| QUANTITATIVE MANAGEMENT ASSOC EIN 33-1077887 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $382K |
| ATLANTA CAPITAL MGMT COMPANY EIN 58-2236910 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $376K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $357K |
| RBC GLOBAL ASSET MANAGEMENT-US EIN 41-1460668 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $343K |
| JOHNSTON ASSET MGMT EIN 13-3257590 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $319K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $304K |
| BLACKROCK ADVISORS LLC EIN 23-2784752 NONE | Investment management Service code 28 | — | $238K |
| WEDGE CAPITAL MANAGEMENT, LLP EIN 56-1557450 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $204K |
| INTECH INVESTMENT MGMT EIN 01-0614895 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $187K |
| PYRFORD INTERNATIONAL LTD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| MOONEY,GREEN,SAINDON,MURPHY & WELCH EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $162K |
| CIGNA HEALTHCARE EIN 62-1218053 NONE | Participant communication; Claims processing Service code 12 | — | $154K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $105K |
| CHEIRON EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $102K |
| C.S MCKEE INVEST EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $102K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Soft dollars commissions; Securities brokerage commissions and fees; Custodial (securities); Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 19 | — | $98K |
| SEGALL, BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $91K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $89K |
| SALTER & COMPANY, LLC EIN 20-8078757 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $89K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 NONE | Actuarial; Direct payment from the plan; Consulting (pension) Service code 11 | — | $89K |
| SUNTRUST EIN 53-0116200 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $30K |
| ERIC WEISS NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 8245 W BUCKSPARK LANE POTOMAC, MD 20854 | $20K |
| FRANK STEGMAN NONE | Direct payment from the plan; Trustee (individual) Service code 20 | 4551 FORBES BLVD LANHAM, MD 20706 | $20K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $19K |
| HUGHES CAPITAL MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 916 PRINCE STREET, 3RD FLOOR ALEXANDRIA, VA 22314 | $11K |
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 | 3,296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,665 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,768 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 626 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 8,355 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 564 | $21K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 2,659 | $871K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,659 | — |
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.