| 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 | $13 | — | $13 | 1.84% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $57.0M |
| MEDCO HEALTH SOLUTIONS EIN 22-3461740 PARTY-IN-INTEREST | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $7.0M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $3.9M |
| VALUE OPTIONS EIN 54-1414194 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $3.9M |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $3.3M |
| VISION SERVICE PLAN EIN 94-1632821 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $1.5M |
| CARENA PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | P.O. BOX 673 SEATTLE, WA 98111 | $842K |
| CIGNA EIN 06-0303370 PARTY-IN-INTEREST | Non-monetary compensation; Float revenue; Participant communication; Direct payment from the plan; Named fiduciary; Claims processing; Contract Administrator; Other services Service code 12 | — | $836K |
| PLANTE & MORAN, PLLC EIN 38-1357951 PLAN AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $163K |
| AON HEWITT EIN 36-2235791 PARTY-IN-INTEREST | Claims processing Service code 12 | — | $138K |
| UNITED HEALTHCARE EIN 43-1361841 PARTY-IN-INTEREST | Claims processing Service code 12 | — | $57K |
| JPMORGAN CHASE BANK EIN 13-4994650 TRUSTEE | Direct payment from the plan; Investment management; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $50K |
| HEALTH DESIGN PLUS EIN 34-1593929 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $18K |
| THE BOEING CO AND CONSOLIDATED SUBS EIN 91-0425694 PLAN SPONSOR | Plan Administrator; Consulting (pension); Claims processing Service code 12 | — | $9K |
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 | 135,011 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 41,839 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 176,850 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(21 contracts, 21 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,243 | $219.9M |
| Dental(5 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 25,121 | $32.6M |
| Vision(19 contracts, 19 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,243 | $210.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 19,037 | $12.6M |
| Short-term disability | AETNA LIFE INSURANCE CO. | 522 | $128K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 522 | $129K |
| Prescription drug(19 contracts, 19 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,243 | $210.9M |
| Other(5 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 19,037 | $22.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,121 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.