No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 TPA | Plan Administrator; Contract Administrator Service code 13 | 151 FARMINGTON AVENUE, RT21 HARTFORD, CT 06156 | $1.7M |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 TPA | Plan Administrator Service code 14 | 501 U.S. HIGHWAY 22, 2ND FLOOR - WE BRIDGEWATER, NJ 08807 | $83K |
| AETNA BEHAVIORIAL HEALTH, LLC EIN 20-0446713 TPA | Plan Administrator Service code 14 | 151 FARMINGTON AVENUE, RS32 HARTFORD, CT 061563705 | $63K |
| CVS PHARMACY EIN 05-0340626 TPA | Plan Administrator Service code 14 | ONE CVS DRIVE WOONSOKCET, RI 02895 | $44K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities) Service code 19 | 500 GRANT ST BNY MELLON CTR RM625 PITTSBURGH, PA 15258 | $30K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan Service code 51 | ONE LINCOLN STREET BOSTON, MA 02111 | $12K |
| CALLAN & ASSOCIATES, INC. EIN 94-2192581 NONE | Investment advisory (plan) Service code 27 | 101 CALIFORNIA STREET, SUITE 3500 SAN FRANCISCO, CA 94111 | $8K |
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 | 2,521 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,721 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 163 | $42K |
| Vision(2 contracts) | VISION SERVICE PLAN | 2,751 | $559K |
| Life insurance | AETNA LIFE INSURANCE CO. | 4,153 | $2.6M |
| Long-term disability | AETNA LIFE INSURANCE CO. | 4,153 | $2.6M |
| Other | AETNA LIFE INSURANCE CO. | 4,153 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,153 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.