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No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LIFEWORKS (US) LTD NONE | Plan Administrator; Direct payment from the plan Service code 14 | 115 PERIMETER CENTER PLACE NE SUITE ATLANTA, GA 30346 | $3.1M |
| TELUS HEALTH EIN 98-0361292 NONE | Direct payment from the plan Service code 50 | — | $1.3M |
| SEYFARTH SHAW LLP NONE | Direct payment from the plan Service code 50 | 233 SOUTH WACKER DRIVE SUITE 8000 CHICAGO, IL 606066448 | $111K |
| STATE STREET BANK AND TRUST CO. EIN 04-1867445 NONE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $76K |
| AON HEWITT INVEST. CONSULTING, INC. EIN 36-3109431 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $72K |
| MOSS ADAMS LLP EIN 91-0189318 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| AEQUIM ARBITRAGE FUND LTD. EIN 82-3700577 NONE | Direct payment from the plan Service code 50 | — | $22K |
| CARDINAL INVESTMENT ADVISORS, LLC EIN 36-4464580 NONE | Investment management fees paid directly by plan; Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
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 | 28,037 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4,085 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(46 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 39,517 | $478.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 6,767 | $2.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 22,663 | $3.0M |
| Prescription drug | MEDICAL MUTUAL OF OHIO | 26 | $842K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39,517 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.