No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $1.2M |
| MERCER HUMAN RESOURCE CONSULTING EIN 13-2834414 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $72K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $52K |
| PROVANT HEALTH SOLUTIONS EIN 20-1778511 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $17K |
| ALVAREZ & MARSAL TAXAND, LLC EIN 20-1157630 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| THOMSON REUTERS (TAX & ACCT.) INC. EIN 75-1297386 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| FIDELITY CONSULTING EIN 04-2647786 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $8K |
| INKBOX LLC EIN 27-2353833 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| QUESTMARK INFORMATION MANAGEMENT EIN 76-0408235 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| BANK OF OKLAHOMA, N.A. EIN 73-0780382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $6K |
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 | 1,307 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 314 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,621 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 1,176 | $261K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,342 | $428K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,920 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,920 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.