No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM EIN 06-1475928 NONE | Float revenue; Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.6M |
| BASYS INC EIN 52-4796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $155K |
| EMPLOYEE Q EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $141K |
| DELTA DENTAL EIN 22-1896118 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $136K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial; Consulting (general) Service code 11 | — | $132K |
| EMPLOYEE J EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $117K |
| EMPLOYEE N EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| LAW FIRM OF JOHN CREANE EIN 06-0941734 NONE | Legal; Direct payment from the plan Service code 29 | — | $113K |
| EMPLOYEE D EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $73K |
| EMPLOYEE H EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| EMPLOYEE B EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| EMPLOYEE K EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| EMPLOYEE E EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| EMPLOYEE G EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| EMPLOYEE R EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| EMPLOYEE M EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| EMPLOYEE A EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| EMPLOYEE C EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| EMPLOYEE L EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| WRIGHT INVESTORS EIN 06-0931761 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $42K |
| EMPLOYEE I EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| EMPLOYEE S EIN 06-1188411 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| EMPLOYEE P EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| CTI EIN 42-1414040 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $34K |
| EMPLOYEE O EIN 06-1188411 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $29K |
| MARSHALL COMPUTERS EIN 03-0366924 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $23K |
| MARCO CONSULTING EIN 36-3555078 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $23K |
| HEATHER V. EIN 06-1188411 TEMP EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $14K |
| HARTY INTEGRATED PRINTING EIN 06-0768090 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $14K |
| HINES & ASSOCIATES EIN 36-3540854 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $13K |
| MASTER ENGRAVING NONE | Participant communication; Direct payment from the plan Service code 38 | 136 CHURCH STREET NAUGATUCK, CT 06770 | $13K |
| EMPIRX EIN 47-1226691 NONE | Direct payment from the plan; Contract Administrator; Claims processing; Float revenue; Other fees Service code 12 | — | $13K |
| PC CONNECTION INC EIN 02-0513618 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $7K |
| BANK OF AMERICA EIN 94-1687665 NONE | Other fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $6K |
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 | 6,176 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 934 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 7,110 | $387K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS | 4,643 | $1.7M |
| Other(2 contracts, 2 carriers) | SIERRA HEALTH AND LIFE INSURANCE CO | 7,110 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,110 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.