| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JEFF HALSETH5 | COASTAL PLAINS INSURANCE 15 BOW CIRCLE HILTON HEAD, SC 29928 | MONUMENTAL LIFE INSURANCE COMPANY | $278 | — | $278 | 1.91% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AON HEWITT EIN 36-2235791 PARTY-IN-INTEREST | Claims processing Service code 12 | — | $894K |
| MERCER HUMAN RESOURCES CONSULTING EIN 13-2834414 PARTY-IN-INTEREST | Consulting (pension) Service code 17 | — | $300K |
| SSDC SERVICES CORP. PARTY-IN-INTEREST | Copying and duplicating Service code 36 | P.O. BOX 26921 NEW YORK, NY 100876921 | $13K |
| JPMORGAN CHASE BANK EIN 13-4994650 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
| BUDCO PARTY-IN-INTEREST | Copying and duplicating Service code 36 | 13700 OAKSLAND AVENUE HIGHLAND PARK, MI 48203 | $5K |
| THE BOEING CO AND CONSOLIDATED SUBS EIN 91-0425694 PLAN SPONSOR | Plan Administrator Service code 14 | — | $0 |
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 | 5,491 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,491 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(20 contracts, 20 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,060 | $26.4M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 3,060 | $12.8M |
| Prescription drug(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,060 | $13.2M |
| Other | MONUMENTAL LIFE INSURANCE COMPANY | 20 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,060 | — |
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.