No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LIFEWORKS EIN 52-1883918 N/A | Direct payment from the plan; Plan Administrator Service code 14 | — | $394K |
| HEALTH CARE SERVICES CORPORATION EIN 36-1236610 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $320K |
| WILLIS TOWERS WATSON US LLC | Other commissions Service code 55 | — | $105K |
| EXPRESS SCRIPTS EIN 22-3461740 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $100K |
| NORTHERN TRUST COMPANY EIN 36-1561860 N/A | Float revenue; Direct payment from the plan; Investment management fees paid directly by plan; Trustee (directed); Soft dollars commissions; Investment management fees paid indirectly by plan Service code 25 | — | $96K |
| MERCER INVESTMENT CONSULTING EIN 61-0736136 N/A | Investment management fees paid directly by plan Service code 51 | — | $25K |
| HAM LANGSTON & BREZINA EIN 76-0448495 N/A | Direct payment from the plan; Custodial (securities) Service code 19 | — | $23K |
| AARP EIN 95-1985500 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $20K |
| STOEL RIVES EIN 93-0408771 N/A | Legal; Direct payment from the plan Service code 29 | — | $14K |
| OPTUMHEALTH FINANCIAL SERVICES, INC EIN 47-0858530 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $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 | 260 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,878 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,889 | $3.7M |
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 6,372 | $5.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,372 | — |
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.