No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS OF MASS EIN 04-1045815 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $4.4M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| DELTA DENTAL EIN 04-6143185 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $663K |
| THE SEGAL CO (EASTERN STATES), INC EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $229K |
| SEGAL ROITMAN, LLP EIN 04-2489114 NONE | Legal; Direct payment from the plan Service code 29 | — | $214K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid indirectly by plan; Custodial (other than securities); Investment management; Custodial (securities); Other fees; Investment management fees paid directly by plan Service code 18 | — | $167K |
| LOUIS A MANDARINI III EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $129K |
| KATE A FOSSEL EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $107K |
| CHRISTINA CLEGG EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $76K |
| O'REILLY GROSSO, GROSS & JONES, PC EIN 04-3318596 NONE | Legal; Direct payment from the plan Service code 29 | — | $72K |
| CORRENTE LAW CORPORATION EIN 06-1484539 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $70K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $66K |
| DONNA J LEBLANC EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $57K |
| JENNIFER JAIME EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| PATRICIA A HAGLER EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| ROBERT W OCONNOR EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| GAYLE D OTIS EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| JANINE M. DIGIACOMO EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Other services; Direct payment from the plan Service code 49 | — | $51K |
| PJM MANAGEMENT SERVICES EIN 01-7520442 NONE | Other services; Direct payment from the plan Service code 49 | — | $50K |
| CMIT SOLUTIONS EIN 27-0903009 NONE | Direct payment from the plan; Other services Service code 49 | — | $49K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $49K |
| EMELYN ORTOLAZA EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| GAIL G BAGNI EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| EMELLY B ROJAS EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| INGRID E. ROSALES EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| KONICA MINOLTA PREMIER EIN 94-1686094 NONE | Other services; Direct payment from the plan Service code 49 | — | $42K |
| DONNA A CARR EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| JANET P MAHONEY EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| MEGHANN VERGATO EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| VIVIAN V CUCCHIARA EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| JUDITH A SHAPIRO EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| ELIZABETH RAY EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| SHANNON M. HALBETT EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| MICHAEL TRACIA EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| CELINE M AUCLAIR EIN 04-2214296 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| KRISTIN K WOODRUFF EIN 04-2214296 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $26K |
| RANKIN & SULTAN EIN 04-2917889 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| LOUIS A MANDARINI JR EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $13K |
| THOMAS ANDREWS EIN 04-2214296 EMPLOYEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $11K |
| THOMAS C. TROY JR EIN 04-2214296 EMPLOYEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $9K |
| SEGAL SELECT INSURANCE INC. | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $6K |
| DONALD C. COOK JR EIN 04-2214296 EMPLOYEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $6K |
| STEVEN GENTILUCCI EIN 04-2214296 EMPLOYEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $6K |
| RHUMBLINE ADVISORS LP EIN 04-3118582 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $5K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $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 | 10,236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 163 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 10,399 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 9,768 | $262K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 10,561 | $310K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 9,768 | $262K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,561 | — |
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.