No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 41-1289245 NONE | Other services; Claims processing Service code 12 | — | $13.2M |
| AETNA US HEALTHCARE EIN 06-6033492 NONE | Claims processing Service code 12 | — | $558K |
| QUEST DIAGNOSTICS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | 10101 RENNER BOULEVARD LENEXA, KS 66219 | $232K |
| MAXIM HEALTH SYSTEMS LLC NONE | Other services Service code 49 | 7221 LEE DEFOREST DRIVE COLUMBIA, MD 21046 | $92K |
| WAGEWORKS INC EIN 94-3351864 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $84K |
| CAREMARK NONE | Claims processing Service code 12 | PO BOX 848001 DALLAS, TX 752848001 | $65K |
| BUDCO NONE | Other services Service code 49 | 13700 OAKLAND AVENUE HIGHLAND PARK, MI 48203 | $63K |
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 | 17,339 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 229 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,568 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 67 | $472K |
| Dental | AETNA LIFE INSURANCE COMPANY | 67 | $472K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 80 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.