No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS, INC EIN 06-1475928 NONE | Other services; Contract Administrator; Direct payment from the plan; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $270K |
| INSURANCE PROGRAMMERS, INC EIN 06-0811449 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $176K |
| SHUMAKER, LOOP & KENDRICK LLP EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | NORTH COURTHOUSE SQUARE 1000 JACKSON TOLEDO, OH 436045573 | $42K |
| WELLS FARGO ADVISORS EIN 34-1542819 NONE | Direct payment from the plan; Investment management Service code 28 | — | $33K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $20K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator Service code 13 | — | $17K |
| BUCKLEY, FRAME, BOUDREAU & CO., PC EIN 06-0931761 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| HINES EIN 36-3545085 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $10K |
| WEBSTER BANK EIN 06-0273620 NONE | Direct payment from the plan; Other fees Service code 50 | — | $7K |
| CALL A DOCTOR PLUS NONE | Contract Administrator Service code 13 | 245 HOPMEADOW ST SIMSBURY, CT 06089 | $6K |
| PENSION FUND EVALUATIONS, INC EIN 11-2503982 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $6K |
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 | 271 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 139 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 410 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM HEALTH PLANS OF MAINE | 312 | $162K |
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 360 | $107K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 279 | $199K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 360 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.