No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 06-1475928 NONE | Direct payment from the plan; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.5M |
| EMPLOYEE EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $1.3M |
| QUANTUM EIN 20-8423895 NONE | Direct payment from the plan; Contract Administrator Service code 13 | 7450 HUNGTINGTON PARK DR COLUMBUS, OH 432354658 | $1.1M |
| DELTA DENTAL EIN 22-1896118 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $146K |
| MILLIMAN USA EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $134K |
| OPTUM RX, INC EIN 33-0441200 NONE | Other fees; Contract Administrator; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $117K |
| BUCKLEY, FRAME, BOUDREAU & CO., P.C EIN 06-0931761 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $75K |
| WRIGHT INVESTORS EIN 06-0700978 NONE | Investment management; Direct payment from the plan Service code 28 | — | $72K |
| JOHN CREANE EIN 06-0941734 NONE | Legal; Direct payment from the plan Service code 29 | — | $70K |
| BASYS EIN 52-4796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $66K |
| HARTY INTERGRATED PRINTING EIN 06-0768090 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $64K |
| H.J. KNIGHT INSURANCE AGENCY NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 30 BRAINTREE HILL OFFICE PK,STE203 BRANTREE, MA 02184 | $40K |
| DAVIS VISION EIN 11-3051991 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $30K |
| CTI EIN 42-1414040 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $28K |
| MARSHALL COMPUTERS EIN 03-0366924 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (securities); Other fees Service code 19 | — | $23K |
| MARCO CONSULTING EIN 36-3555078 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $23K |
| PREMIER HEALTHCARE EXCHANGE EIN 86-1040704 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $18K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $17K |
| NORTHERN TRUST EIN 36-1561860 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $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 | 6,452 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 917 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,369 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 7,369 | $398K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,943 | $1.4M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 7,369 | $398K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,369 | — |
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.