No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 04-1045815 NONE | Other insurance fees and expenses; Direct payment from the plan; Insurance services Service code 23 | — | $3.9M |
| THE SEGAL COMPANY EIN 13-1928058 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $214K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Other fees; Investment management fees paid indirectly by plan; Investment management; Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $150K |
| LOOMIS, SAYLES & COMPANY, L.P. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $114K |
| BARRY C. MCANARNEY EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $100K |
| O'REILLY, GROSSO & GROSS, P.C. EIN 04-2945104 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| KATE FOSSELL EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| JENNIFER MAGARIN EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| JAMES MORGAN EIN 04-2214296 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| DONNA LEBLANC EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| ROBERT O'CONNOR EIN 04-2214296 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| CORRENTE LAW CORPORATION EIN 06-1484539 NONE | Legal; Direct payment from the plan Service code 29 | — | $70K |
| VIVIAN CUCCHIARA EIN 04-2214296 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $67K |
| CROWE HORWATH LLP EIN 35-0921680 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $64K |
| SEGAL, ROITMAN & COLEMAN EIN 04-2489114 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| JANET MAHONEY EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $58K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| PATRICIA HAGLER EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| INGRID CIFUENTES EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $51K |
| PJM MANAGEMENT EIN 01-7520442 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| EMELYN ORTOLAZA EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| STANDISH MELLON ASSET MANAGEMENT EIN 25-1890416 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $47K |
| RONALD A. DOYLE EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| GAYLE OTIS EIN 04-2214296 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| LUCINDA MITCHELL EIN 04-2214296 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| GAIL BAGNI EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| JBM COMPUTERS EIN 16-1173118 NONE | Other services; Direct payment from the plan Service code 49 | — | $30K |
| DONNA CARR EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| ISSI EIN 23-2182079 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| GEORGE H. DEAN EIN 04-1237320 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $19K |
| DESCHAMP PRINTING EIN 04-2229659 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $12K |
| IMS, LLC EIN 04-3573570 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| DAVID DONAHUE EIN 04-2388921 NONE | Direct payment from the plan; Other services Service code 49 | — | $5K |
| FIRST EAGLE GLOBAL VALUE FUND NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 1345 AVENUE OF THE AMERICAS NEW YORK, NY 10105 | $0 |
| LAZARD EMG WORLD INVESTORS EIN 20-2343668 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
| PRIMUS HIGH YIELD BOND, L.P. EIN 13-4037292 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
| SSARIS ADVISORS, LLC EIN 06-1620826 NONE | Investment management fees paid indirectly by plan; Other fees Service code 52 | — | $0 |
| VONTOBEL HIGH QUALITY GROWTH EIN 13-3223264 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
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 | 8,773 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 143 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,916 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 8,886 | $221K |
| Short-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 8,886 | $116K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 8,886 | $238K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 8,886 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,886 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.