| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METLIFE INSURANCE COMPANY | $0 | $65K | $65K | 1.09% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 1 BEACON ST STE 17100 BOSTON, MA 021083107 | METLIFE INSURANCE COMPANY | $0 | $14K | $14K | 1.13% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP A MARSH & MCLENNAN AGEN | 161 WASHINGTON ST STE 1200 CONSHOHOCKEN, PA 194282085 | METLIFE INSURANCE COMPANY | $0 | $8K | $8K | 0.68% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 54-0357120 INS-SVCS | Direct payment from the plan; Insurance services Service code 23 | — | $1.9M |
| JP MORGAN CHASE BANK EIN 13-2624428 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.7M |
| EXPRESS SCRIPTS EIN 43-1420563 INS-SVCS | Direct payment from the plan; Insurance services Service code 23 | — | $697K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $406K |
| UBS GLOBAL ASSET MANAGEMENT EIN 36-3718331 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $353K |
| WILLIS TOWERS WATSON EIN 53-0181291 ACTURAL | Actuarial; Direct payment from the plan Service code 11 | — | $343K |
| WILLIS TOWERS WATSON'S ONEEXCHANGE EIN 26-0775680 INS-SVCS | Insurance services; Direct payment from the plan Service code 23 | — | $289K |
| ALIGHT SOLUTION LLC EIN 82-1061233 PLN-ADMR | Direct payment from the plan; Plan Administrator Service code 14 | — | $223K |
| ERNST & YOUNG US LLP EIN 34-6565596 ACCNTG | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $220K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRTE-DIR | Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $214K |
| TRILANTIC ENERGY PARTNERS II PARALL EIN 46-4688952 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $192K |
| KKR AMERICAS FUND XII LP EIN 98-1279368 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $188K |
| CENTERSQUARE INVESTMENT MANAGEMENT EIN 23-2817243 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $173K |
| PRUDENTIAL INSURANCE CO EIN 22-1211670 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $154K |
| DOMINION ENERGY SVCS, INC. EIN 54-1229715 PLN-ADMR | Plan Administrator; Direct payment from the plan Service code 14 | — | $107K |
| PWP GROWTH EQUITY FUND II LP EIN 27-3051243 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $107K |
| TRILANTIC ENERGY PARTNERS NORTH AME EIN 34-4807607 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $104K |
| KOHLBERG TE INVESTORS IX, LP EIN 84-3726326 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $76K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 TRTE-DIR | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $71K |
| HIGHMARK EIN 23-1294723 INS-SVCS | Insurance services; Direct payment from the plan Service code 23 | — | $65K |
| PWP GROWTH EQUITY FUND I LP EIN 37-1731370 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $56K |
| NB REAL ESTATE SECONDARY OPPORTUNIT EIN 06-1834242 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $54K |
| NB PRIVATE EQUITY CREDIT OPPORTUNIT EIN 35-2574859 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $45K |
| A&M CAPITAL PARTNERS II, LP EIN 46-2333989 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| A&M CAPITAL PARTNERS LP EIN 46-2333989 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $43K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 ACCNTG | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| BURGISS GROUP LLC EIN 22-3693659 INADV-PL | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $21K |
| JEFFERIES LLC. EIN 95-2622900 BROKG | Securities brokerage; Other commissions Service code 33 | — | $9K |
| LIQUIDNET INC EIN 13-4095933 BROKG | Other commissions; Securities brokerage Service code 33 | — | $8K |
| NB CO-INVESTMENT PARTNERS FORMERLY EIN 20-5357220 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $7K |
| CREDIT SUISSE AG, NEW YORK BRANCH EIN 13-1898818 BROKG | Securities brokerage; Other commissions Service code 33 | — | $5K |
| UBS AG STAMFORD BRANCH EIN 61-5958480 BROKG | Securities brokerage; Other commissions Service code 33 | — | $5K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,937 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,937 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | METLIFE INSURANCE COMPANY | 10,040 | $7.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,040 | — |
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."
No prospect flags tripped on this filing.