Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 12 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 13,968 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,261 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,229 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HMSA | 1 | $11K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 13,807 | $9.8M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 13,814 | $4.8M |
| Prescription drug | HMSA | 1 | $11K |
| Other(9 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 18,468 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 18,468 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 NONE | Claims processing; Other services Service code 12 | — | $8.2M |
| ALIGHT EIN 36-2235791 NONE | Consulting (general) Service code 16 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | $3.2M |
| PREMISE HEALTH EMPLOYER SOLUTIONS EIN 23-3057155 NONE | Other services; Insurance services Service code 23 | — | $2.0M |
| PLUS ONE HOLDING EIN 13-3613705 NONE | Other services Service code 49 | — | $1.2M |
| MAGELLAN HEALTHCARE EIN 52-2135463 NONE | Contract Administrator Service code 13 | — | $835K |
| DELOITTE CONSULTING, LLP EIN 06-1454513 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $782K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Other services Service code 12 | — | $668K |
| DELTA DENTAL OF TENNESSEE EIN 62-0812197 NONE | Contract Administrator; Claims processing Service code 12 | — | $582K |
| GEOBLUE (WORLDWIDE INS. SERVICES) EIN 23-2903313 NONE | Insurance services Service code 23 | — | $299K |
| ACCOLADE 2ND MD LLC EIN 27-3670307 NONE | Other services Service code 49 | — | $181K |
| FIDELITY SECURITY LIFE INC. CO. EIN 43-0949844 NONE | Contract Administrator Service code 13 | — | $75K |
| PROGYNY EIN 27-2220139 NONE | Other services Service code 49 | — | $70K |
| KELLY SERVICE EIN 38-1510762 NONE | Accounting (including auditing) Service code 10 | — | $39K |
| LBMC EIN 62-1199757 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| BENEFITS LAW GROUP EIN 58-2277316 LEGAL | Legal Service code 29 | — | $19K |
| PACIFIC RESOURCES EIN 46-5438594 NONE | Consulting (general) Service code 16 | — | $19K |
| NORTHERN TRUST EIN 36-1561860 TRUSTEE | Trustee (directed) Service code 25 | — | $18K |
| PROGRESSIVEHEALTH OC HEALTH, LLC EIN 20-8266936 NONE | Other services Service code 49 | — | $11K |
| CLAIMS APPEAL FIDUCIARY EIN 20-0671884 NONE | Other services Service code 49 | — | $8K |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 BROKER | Consulting (general) Service code 16 | — | $0 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025