No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP EIN 04-2895544 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $758K |
| BENESYS, INC. ADMINISTRATOR | Contract Administrator; Plan Administrator; Claims processing Service code 12 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $700K |
| ATLANTA CAPITAL MANAGEMENT EIN 58-2236910 NONE | Securities brokerage commissions and fees; Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $624K |
| CHEVY CHASE TUST COMPANY EIN 52-2037618 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $611K |
| POST ADVISORY GROUP LLC EIN 95-4818300 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $553K |
| COMERICA BANK EIN 46-6933818 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $537K |
| RBC GLOBAL ASSET MANAGEMENT - US EIN 41-1460668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $497K |
| HARDMAN JOHNSTON GLOBAL ADVISORS EIN 13-3257590 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $487K |
| GREAT LAKES ADVISORS, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 222 S. RIVERSDE PLZ CHICAGO, IL 60606 | $393K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Consulting (general); Investment advisory (plan) Service code 16 | — | $385K |
| MORGAN, LEWIS & BOCKIUS, LLP EIN 23-0891050 NONE | Direct payment from the plan Service code 50 | — | $384K |
| MOONEY, GREEN, SAINDON, MURPHY & WE EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $324K |
| COLUMBIA ASSET MANAGEMENT EIN 04-3369476 NONE | Investment management fees paid directly by plan Service code 51 | — | $299K |
| CHEIRON EIN 13-4215617 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $208K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Soft dollars commissions; Other investment fees and expenses; Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $181K |
| CIGNA HEALTHCARE EIN 62-1218053 NONE | Claims processing; Float revenue; Other services; Participant communication; Direct payment from the plan; Non-monetary compensation; Contract Administrator; Named fiduciary Service code 12 | — | $167K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $148K |
| SEGAL, BRYANT & HAMILL LLC EIN 35-2679129 NONE | Investment management fees paid directly by plan Service code 51 | — | $97K |
| FRED ALGER & COMPANY EIN 13-2510833 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $80K |
| CALIBRE CPA GROUP EIN 47-0900080 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $64K |
| HORIZON ACTUARIAL EIN 26-1370698 NONE | Consulting (general); Actuarial Service code 11 | — | $44K |
| ERIC WEISS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| FORREST HARVEY TRUSTEE | Trustee (individual); Direct payment from the plan 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 | Direct payment from the plan; Trustee (individual) Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $20K |
| RAYMOND HOWARD TRUSTEE | Trustee (individual); Direct payment from the plan 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 |
| C.S. MCKEE INVEST EIN 25-1900687 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| PKF O'CONNOR DAVIES NONE | Consulting (general) Service code 16 | 2 BETHESDA METRO CENTER BETHESDA, MD 20814 | $15K |
| JOHN GIBSON TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 7130 COLUMBIA GATEWAY DR A COLUMBIA, MD 21046 | $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 | 4,123 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,388 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,962 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 741 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 10,214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 823 | $49K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,085 | $861K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,085 | — |
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.