No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BRESCIA PRINTING EIN 06-1188287 NONE | Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $60K |
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 06-1475928 NONE | Claims processing; Other services; Contract Administrator; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $59K |
| WRIGHT INVESTORS EIN 06-0700978 NONE | Direct payment from the plan; Investment management Service code 28 | — | $23K |
| REID & REIGE, P.C. EIN 06-0849204 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| PETER REIMER, LLC EIN 83-0366061 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| RIVER & MERCANTILE, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 130 TURNER ST, BLDG 3 WALTHAM, MA 02453 | $8K |
| BMO HARRIS ASSET MANAGEMENT GROUP EIN 36-3673844 NONE | Direct payment from the plan; Investment management Service code 28 | — | $6K |
| P-SOLVE ASSET SOLUTIUONS EIN 04-3513306 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $5K |
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 | 206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 206 | $21K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS, INC | 210 | $295K |
| Other(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 206 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.