No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 06-1475928 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.5M |
| QUANTUM EIN 20-8423895 NONE | Contract Administrator; Direct payment from the plan Service code 13 | 7450 HUNGTINGTON PARK DR COLUMBUS, OH 432354658 | $1.1M |
| EMPLOYEE EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $914K |
| JOHN CREANE EIN 06-0941734 NONE | Legal; Direct payment from the plan Service code 29 | — | $176K |
| PREMIER HEALTHCARE EXCHANGE EIN 86-1040704 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $158K |
| DELTA DENTAL EIN 22-1896118 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $151K |
| BASYS EIN 52-4796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $150K |
| MILLIMAN USA EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $122K |
| OPTUM RX, INC EIN 33-0441200 NONE | Claims processing; Contract Administrator; Other fees; Direct payment from the plan; Float revenue Service code 12 | — | $104K |
| BUCKLEY, FRAME, BOUDREAU & CO., P.C EIN 06-0931761 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $76K |
| WRIGHT INVESTORS EIN 06-0700978 NONE | Investment management; Direct payment from the plan Service code 28 | — | $75K |
| HARTY INTERGRATED PRINTING EIN 06-0768090 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $42K |
| H.J. KNIGHT INSURANCE AGENCY NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 30 BRAINTREE HILL OFFICE PK,STE203 BRANTREE, MA 02184 | $40K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $31K |
| CTI EIN 42-1414040 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $26K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Other fees; Custodial (securities) Service code 19 | — | $26K |
| MARSHALL COMPUTERS EIN 03-0366924 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| MARCO CONSULTING EIN 36-3555078 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| NORTHERN TRUST EIN 36-1561860 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $12K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $11K |
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 | 6,366 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 879 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,245 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 7,245 | $396K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,883 | $1.3M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 7,245 | $396K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,245 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.