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 | — | $1.1M |
| FRED ALGER & COMPANY EIN 13-2510833 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $539K |
| WESTWOOD HOLDINGS GROUP, INC EIN 13-3160186 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $515K |
| MW POST ADVISORY GROUP EIN 95-4818300 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $502K |
| ZENTIH AMERICAN SOLUTIONS EIN 95-1702986 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Plan Administrator Service code 12 | — | $462K |
| QUANTITATIVE MANAGEMENT ASSOC EIN 33-1077887 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $435K |
| ATLANTA CAPITAL MANAGEMENT EIN 58-2236910 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $391K |
| RBC GLOBAL ASSET MANAGEMENT - US EIN 41-1460668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $386K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $330K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $314K |
| INTERCONTINENTAL REAL ESTATE CORP EIN 11-3786306 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $261K |
| MOONEY, GREEN, SAINDON, MURPHY & WE EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $259K |
| CIGNA HEALTHCARE EIN 62-1218053 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Participant communication; Float revenue; Other services; Non-monetary compensation; Named fiduciary Service code 12 | — | $255K |
| CARDAY ASSOCIATES NONE | Plan Administrator; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $255K |
| JOHNSTON ASSET MANAGEMENT EIN 13-3257590 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $239K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $198K |
| SEI TRUST COMPANY EIN 06-1271230 NONE | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 19 | — | $192K |
| BLACKROCK ADVISORS LLC EIN 94-3112180 NONE | Investment management fees paid directly by plan; Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (discretionary) Service code 21 | — | $174K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $110K |
| CHEIRON EIN 13-4215617 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $109K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities); Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 19 | — | $98K |
| C.S. MCKEE INVEST EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $95K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $78K |
| SEGAL, BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $71K |
| SALTER & COMPANY EIN 20-8078757 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $71K |
| HORIZON ACTUARIAL EIN 26-1370698 NONE | Actuarial; Consulting (pension); Direct payment from the plan Service code 11 | — | $51K |
| ERIC WEISS NONE | Trustee (individual); Direct payment from the plan Service code 20 | W BUCKSPARK LANE POTOMAC, MD 20854 | $20K |
| FRANK STEGMAN NONE | Direct payment from the plan; Trustee (individual) Service code 20 | FORBES BLVD LANHAM, MD 20706 | $20K |
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 | 3,587 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,731 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,717 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 620 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 8,655 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 615 | $26K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 2,697 | $900K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,697 | — |
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.