No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY EIN 42-0127290 CONTRACT ADMINISTRATOR | Recordkeeping fees; Direct payment from the plan; Participant loan processing; Contract Administrator Service code 13 | — | $653K |
| NEW ENGLAND PENSION CONSULTANTS INC EIN 04-2927339 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $148K |
| PRINCIPAL EIN 51-0099493 RECORDKEEPER/BOOKKEEPER | Investment advisory (participants); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan Service code 15 | — | $87K |
| MORNINGSTAR INVESTMENT MANAGEMENT L EIN 36-4317381 INV ADV, PARTICIPANTS | Consulting fees; Investment advisory (participants) Service code 26 | — | $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 | 6,741 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,000 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 63 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 7,820 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.