No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS AND BLUESHIELD EIN 36-1236610 NONE | Contract Administrator; Claims processing Service code 12 | — | $2.6M |
| ALIGHT EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $567K |
| MERCER HR SERVICES, LLC EIN 20-1932099 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $279K |
| HEALTH ADVOCATE EIN 23-3080019 YES | Consulting (general); Participant communication Service code 16 | — | $250K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Claims processing Service code 12 | — | $203K |
| ACTIVE HEALTH MANAGEMENT EIN 52-2182411 NONE | Consulting (general); Participant communication Service code 16 | — | $143K |
| CVS CAREMARK EIN 05-0340626 NONE | Contract Administrator; Claims processing Service code 12 | — | $138K |
| PRUDENT RX EIN 84-4560702 NONE | Contract Administrator; Claims processing Service code 12 | — | $121K |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 NONE | Plan Administrator Service code 14 | — | $80K |
| BNY MELLON TRUST COMPANY EIN 95-3571558 NONE | Investment management; Trustee (directed) Service code 25 | — | $78K |
| PAYFLEX EIN 91-1774434 NONE | Claims processing Service code 12 | — | $71K |
| WEAVER & TIDWELL, LLP EIN 75-0786316 NONE | Accounting (including auditing) Service code 10 | — | $45K |
| JONES WALKER LLP EIN 72-0445111 NONE | Legal Service code 29 | — | $7K |
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 | 4,314 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,484 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,798 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 4,300 | $2.4M |
| Dental(2 contracts) | AETNA LIFE INSURANCE COMPANY | 240 | $2.3M |
| Vision(3 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 4,057 | $3.0M |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 240 | $2.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,300 | — |
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."
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.