No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 INSURANCE SVCS | Insurance services Service code 23 | — | $84K |
| ANTHEM EIN 54-0357120 INSURANCE SVCS | Insurance services Service code 23 | — | $63K |
| ERNST & YOUNG US LLP EIN 34-6565596 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $58K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $48K |
| EXPRESS SCRIPTS EIN 74-1420563 INSURANCE SVCS | Insurance services Service code 23 | — | $30K |
| JP MORGAN TRUST 1 US EQUITY FUND EIN 68-0163788 INV MANAGER | Investment management fees paid indirectly by plan Service code 52 | — | $23K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 INV MANAGER | Investment management fees paid directly by plan Service code 51 | — | $10K |
| NB CO.-INVESTMENT PARTNERS LP EIN 20-5357220 INV MANAGER | Investment management fees paid directly by plan Service code 51 | — | $8K |
| EURO PACIFIC GROWTH FUND EIN 95-6817943 INV MANAGER | Investment management fees paid indirectly by plan Service code 52 | — | $7K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $7K |
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 | 411 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 411 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | PRUDENTIAL LIFE INSURANCE COMPANY | 300 | $456K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 300 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.