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 pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: The Segal Comp (Eastern States),inc Stop-lossLifeOther | Stop-lossLifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 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 | 11,182 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 61 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,243 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 10,171 | $306K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 11,243 | $494K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 10,171 | $306K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,243 | - |
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.
| Broker | Commissions |
|---|---|
Carrier: The Union Labor Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Participant communication; Contract Administrator; Other services; Direct payment from the plan; Claims processing; Non-monetary compensation Service code 12 | — | $2.8M |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $2.5M |
| BCBS OF MASSACHUSETTS EIN 04-1045815 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $2.3M |
| DELTA DENTAL OF MA EIN 04-6143185 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $740K |
| HMC HEALTHWORKS INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 2 PARK PLAZA, SUITE 1200 IRVINE, CA 92614 | $425K |
| THE SEGAL CO (EASTERN STATES), INC EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $286K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $219K |
| CMIT SOLUTIONS EIN 27-0903009 NONE | Other services; Direct payment from the plan Service code 49 | — | $202K |
| EMPLOYEE A EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $189K |
| EMPLOYEE B EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $144K |
| EMPLOYEE C EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $144K |
| SEGAL ROITMAN, LLP EIN 04-2489114 NONE | Legal; Direct payment from the plan Service code 29 | — | $138K |
| EMPLOYEE D EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| EMPLOYEE E EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $122K |
| EMPLOYEE F EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| EMPLOYEE G EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $120K |
| EMPLOYEE H EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| EMPLOYEE I EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $111K |
| EMPLOYEE J EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $108K |
| EMPLOYEE K EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $96K |
| 617 MEDIA GROUP EIN 90-1252805 NONE | Direct payment from the plan; Other services Service code 49 | — | $95K |
| EMPLOYEE L EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Custodial (securities); Other fees; Investment management; Investment management fees paid indirectly by plan Service code 18 | — | $93K |
| EMPLOYEE M EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $91K |
| EMPLOYEE N EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| EMPLOYEE O EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| EMPLOYEE P EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $83K |
| EMPLOYEE Q EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| EMPLOYEE R EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| EMPLOYEE S EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| EMPLOYEE T EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| CORRENTE LAW CORPORATION EIN 06-1484539 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $78K |
| O'REILLY, GROSSO, GROSS & JONES, PC EIN 04-3318596 NONE | Legal; Direct payment from the plan Service code 29 | — | $78K |
| EMPLOYEE U EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $73K |
| EMPLOYEE V EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| EMPLOYEE W EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| EMPLOYEE X EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| EMPLOYEE Y EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| EMPLOYEE Z EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $55K |
| EMPLOYEE AA EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $51K |
| STATE STREET BANK & TRUST CO. EIN 04-1867445 NONE | Float revenue; Investment management fees paid directly by plan; Custodial (securities); Other fees; Investment management; Distribution (12b-1) fees; Investment management fees paid indirectly by plan Service code 19 | — | $51K |
| EMPLOYEE AB EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| EMPLOYEE AC EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| EMPLOYEE AD EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| EMPLOYEE AE EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| TELLIGEN INC EIN 42-0992483 NONE | Other services; Direct payment from the plan Service code 49 | — | $38K |
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.
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11 filings · 2015 to 2025