No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $198K |
| ANTHEM HEALTH PLANS, INC. EIN 06-1475928 NONE | Float revenue; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $106K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $26K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $26K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| ATALANTA SOSNOFF CAPITAL LLC EIN 13-3098640 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $20K |
| SHUMAKER, LOOP & KENDRICK LLP EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| CHARLES SCWAB EIN 94-1737782 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $11K |
| JOHNSON, WEBBERT, & YOUNG LLP NONE | Legal; Direct payment from the plan Service code 29 | 103 EXCHANGE ST. 3 PORTLAND, ME 04101 | $6K |
| PENSION FUND EVALUATIONS, INC. EIN 11-2503982 NONE | Direct payment from the plan; Investment advisory (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 | 296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 117 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 413 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM HEALTH PLANS OF MAINE | 359 | $188K |
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 390 | $154K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 318 | $237K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 277 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 390 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.