| 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 | $1 | — | $1 | 1.64% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $59.2M |
| MEDCO HEALTH SOLUTIONS EIN 22-3461740 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $5.9M |
| VALUE OPTIONS EIN 54-1414194 PARTY-IN-INTEREST | Claims processing; Direct payment from the plan Service code 12 | — | $4.0M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $3.6M |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $3.1M |
| CARENA PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | P.O. BOX 673 SEATTLE, WA 98111 | $818K |
| CIGNA EIN 06-0303370 PARTY-IN-INTEREST | Other services; Direct payment from the plan; Contract Administrator; Participant communication; Float revenue; Named fiduciary; Non-monetary compensation; Claims processing Service code 12 | — | $594K |
| DAVIS VISION EIN 11-3051991 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $311K |
| PLANTE & MORAN, PLLC EIN 38-1357951 PLAN AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $182K |
| HEALTH DESIGN PLUS EIN 34-1593929 PARTY-IN-INTEREST | Direct payment from the plan; Claims processing Service code 12 | — | $71K |
| JPMORGAN CHASE BANK EIN 13-4994650 TRUSTEE | Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $52K |
| AON HEWITT EIN 36-2235791 PARTY-IN-INTEREST | Claims processing Service code 12 | — | $41K |
| THE BOEING CO AND CONSOLIDATED SUBS EIN 91-0425694 PLAN SPONSOR | Consulting (pension); Plan Administrator; Claims processing Service code 12 | — | $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 | 140,948 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40,186 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 181,134 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(19 contracts, 19 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,146 | $198.7M |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 23,421 | $29.8M |
| Vision(18 contracts, 18 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,146 | $198.7M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 17,582 | $11.9M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 719 | $11K |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 425 | $115K |
| Prescription drug(19 contracts, 19 carriers) | HEALTH NET OF CALIFORNIA, INC | 11,146 | $198.7M |
| Other(6 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 35,938 | $20.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 35,938 | — |
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.