No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCSC - BLUE CROSS BLUE SHIELD OF TX EIN 36-1236610 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $87K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $40K |
| FIDELITY EIN 04-2647786 NONE | Direct payment from the plan; Recordkeeping fees Service code 50 | — | $12K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $7K |
| BLACKROCK INST. TRUST CO, N.A. EIN 94-3112180 NONE | Investment management fees paid directly by plan Service code 51 | — | $5K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,564 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,564 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 22 | $224K |
| Dental | AETNA LIFE INSURANCE CO. | 74 | $20K |
| Other | AETNA LIFE INSURANCE CO. | 74 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 74 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.