No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06156 | $1.2M |
| NAVITUS PBM | Insurance services; Direct payment from the plan Service code 23 | 2601 WEST BELTLINE HIGHWAY SUITE 600 MADISON, WI 53713 | $182K |
| BENEFIT RESOURCE INC. EIN 76-0560942 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | 8441 GULF FREEWAY SUITE 304 HOUSTON, TX 77017 | $163K |
| THE SEGAL COMPANY EIN 94-1503999 CONSULTANT | Direct payment from the plan; Actuarial Service code 11 | 5057 KELLER SPRINGS ROAD SUITE 110 ADDISON, TX 75001 | $112K |
| HEALTHLINX RX-CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | 12481 SOUTH FORT ST., SUITE 100 DRAPER, UT 84020 | $28K |
| PATRICK FLYNN EIN 76-0440964 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 1225 N LOOP HOUSTON, TX 77008 | $25K |
| SOUTHEAST CHAPTER OF NECA EIN 74-1003971 RECORD KEEPER | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 2825 WILCREST SUITE 303 HOUSTON, TX 77042 | $24K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | PO BOX 860 BAYTOWN, TX 77522 | $17K |
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 | 1,402 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,436 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | STOP LOSS INSURANCE SERVICES, INC. | 0 | $1.8M |
| 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."
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.