No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FRED ALGER & COMPANY EIN 13-2510833 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $998K |
| BENESYS, INC. ADMINISTRATOR | Contract Administrator; Plan Administrator; Direct payment from the plan; Claims processing Service code 12 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $740K |
| BOYD WATERSON EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $714K |
| INTERCONTINENTAL REAL ESTATE CORP EIN 11-3786306 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $663K |
| MW POST ADVISORY GROUP EIN 95-4818300 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $663K |
| ABS CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $582K |
| ATLANTA CAPITAL MANAGEMENT EIN 58-2236910 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $511K |
| QUANTITATIVE MANAGEMENT ASSOC EIN 33-1077887 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $467K |
| HARDMAN JOHNSTON GLOBAL ADVISORS EIN 13-3257590 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $460K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $353K |
| GREAT LAKES ADVISORS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 222 S. RIVERSDE PLZ CHICAGO, IL 60606 | $348K |
| CIGNA HEALTHCARE EIN 62-1218053 NONE | Non-monetary compensation; Claims processing; Contract Administrator; Named fiduciary; Float revenue; Participant communication; Other services; Direct payment from the plan Service code 12 | — | $318K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $302K |
| SEI TRUST COMPANY EIN 06-1271230 NONE | Trustee (discretionary); Investment management; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $265K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $201K |
| CHEVY CHASE TUST COMPANY EIN 52-2037618 | Investment management fees paid directly by plan; Investment management Service code 28 | — | $192K |
| MOONEY, GREEN, SAINDON, MURPHY & WE EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $144K |
| PYRFORD INTERNATIONAL LTD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $129K |
| CHEIRON EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $118K |
| RBC GLOBAL ASSET MANAGEMENT - US EIN 41-1460668 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $113K |
| SEGAL, BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $110K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $107K |
| C.S. MCKEE INVEST EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $102K |
| CALIBRE CPA GROUP EIN 47-0900080 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $72K |
| HORIZON ACTUARIAL EIN 26-1370698 NONE | Actuarial Service code 11 | — | $41K |
| ERIC WEISS TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| FORREST HARVEY TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| FRANK STEGMAN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| PHILIP GILES TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| RAYMOND HOWARD TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| THOMAS RATLIFF TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Securities brokerage commissions and fees; Other investment fees and expenses; Investment management fees paid indirectly by plan; Soft dollars commissions; Custodial (securities) Service code 19 | — | $0 |
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 | 3,369 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,040 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,760 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 708 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 8,877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,030 | $45K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,868 | $822K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,868 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.