No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT SOLUTIONS EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.6M |
| WILLIS TOWERS WATSON EIN 98-1261616 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $157K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $106K |
| HEALTH ADVOCATE EIN 23-3080019 NONE | Other services; Direct payment from the plan Service code 49 | — | $72K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $67K |
| CONDUENT HR CONSULTING, LLC EIN 13-3954297 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $50K |
| ERNST & YOUNG EIN 34-6565596 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $20K |
| GRANT THORNTON EIN 36-6055558 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $7K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $5K |
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 | 21,219 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,219 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 4,609 | $32.6M |
| Vision | VISION SERVICE PLAN | 211,553 | $21.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 211,553 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.