No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TOWERS WATSON PENNSYLVANIA INC EIN 23-1159360 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $59K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $26K |
| WELLS FARGO BANK NA NONE | Trustee (bank, trust company, or similar financial institution); Distribution (12b-1) fees; Direct payment from the plan Service code 21 | 301 W NORTHERN LIGHTS BLVD, SUITE 4 MAC K3212-046 ANCHORAGE, AK 99503 | $8K |
| MERCER INVESTMENT EIN 30-0282430 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $2K |
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 | 2,637 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,555 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 20 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | PROVIDENCE HEALTH PLAN | 334 | $2.6M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 227 | $872K |
| Vision(4 contracts, 3 carriers) | PROVIDENCE HEALTH PLAN | 334 | $2.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,206 | $955K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,206 | $955K |
| Prescription drug(4 contracts, 3 carriers) | PROVIDENCE HEALTH PLAN | 334 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,206 | — |
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.