No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF TEXAS EIN 36-1236610 NONE | Contract Administrator; Claims processing Service code 12 | — | $3.5M |
| ALIGHT HOLDING COMPANY LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $633K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Contract Administrator; Claims processing Service code 12 | — | $505K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Contract Administrator Service code 12 | — | $499K |
| MERCER HR SERVICES, LLC EIN 20-1932099 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $411K |
| HEALTH ADVOCATE SOLUTIONS, INC. EIN 23-3080019 NONE | Consulting (general); Participant communication Service code 16 | — | $298K |
| ACTIVE HEALTH MANAGEMENT EIN 52-2182411 NONE | Consulting (general); Participant communication Service code 16 | — | $199K |
| PRUDENT RX LLC EIN 84-4560702 NONE | Claims processing; Contract Administrator Service code 12 | — | $177K |
| RXSS SAVING SOLUTIONS EIN 26-3642434 NONE | Contract Administrator; Claims processing Service code 12 | — | $131K |
| BNF US TAX OPS EIN 74-2986045 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $106K |
| INSPIRA FINANCIAL HEALTH, INC. EIN 91-1774434 NONE | Claims processing Service code 12 | — | $101K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Trustee (directed); Investment management Service code 25 | — | $50K |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 NONE | Plan Administrator Service code 14 | — | $46K |
| WEAVER & TIDWELL, LLP EIN 75-0786316 NONE | Accounting (including auditing) Service code 10 | — | $46K |
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 | 4,939 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,899 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,838 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 405 | $1.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 405 | $1.7M |
| Vision | VISION SERVICE PLAN | 4,536 | $793K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 405 | $1.7M |
| Other | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 405 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,536 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.