| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CORESOURCE, INC.3 | 62707 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $92K | — | $92K | 10.91% |
| CORESOURCE, INC.3 | 62707 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $66K | — | $66K | 10.89% |
| CORESOURCE, INC.3 | 62707 COLLECTION CENTER DR CHICAGO, IL 606930001 | VISION SERVICE PLAN | $6K | — | $6K | 1.36% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PREMISE HEALTH EMPLOYER SOLUTIONS EIN 23-3057155 NONE | Contract Administrator Service code 13 | — | $4.5M |
| TRUSTMARK HEALTH BENEFITS, INC EIN 35-1846036 NONE | Claims processing; Contract Administrator Service code 12 | — | $2.4M |
| MAXORPLUS EIN 75-2676894 NONE | Contract Administrator Service code 13 | — | $229K |
| LEWIS MARKETING GROUP, INC EIN 26-3690562 NONE | Consulting (general) Service code 16 | — | $121K |
| DIGITAL PRINT & IMAGING, INC. EIN 71-0835148 NONE | Copying and duplicating Service code 36 | — | $90K |
| NTT DATA SERVICES, LLC EIN 32-0495969 NONE | Consulting (general) Service code 16 | — | $42K |
| ARMSRX LLC EIN 20-1129301 NONE | Consulting (general) Service code 16 | — | $35K |
| KNOWN2U LLC EIN 81-1195000 NONE | Contract Administrator Service code 13 | — | $21K |
| FROST, PLLC EIN 71-0817652 NONE | Accounting (including auditing) Service code 10 | — | $15K |
| CONSUMER WELLNESS SOLUTIONS OPTUM EIN 20-0231080 NONE | Contract Administrator Service code 13 | — | $10K |
| AETNA, INC. EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $0 |
| CHANGE HEALTHCARE, INC EIN 20-5716594 NONE | Contract Administrator Service code 13 | — | $0 |
| DELTA DENTAL OF ARKANSAS, INC EIN 71-0561140 NONE | Contract Administrator Service code 13 | — | $0 |
| MEDLIMINAL LLC EIN 90-0965163 NONE | Contract Administrator Service code 13 | — | $0 |
| RELIANT HEALTH PARTNERS, LLC EIN 47-2171660 NONE | Contract Administrator Service code 13 | — | $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 | 6,804 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,836 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 4,199 | $462K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,893 | $844K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,127 | $604K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 8,323 | $3.4M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,893 | $844K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,323 | — |
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.