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| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAGNACARE EIN 11-3410766 NONE | Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $20.3M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $10.3M |
| JOINT INDUSTRY BOARD EIN 13-0891035 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $8.1M |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management; Direct payment from the plan Service code 28 | — | $140K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $105K |
| H&H GRAPHIC PRINTING COMMUNICATIONS EIN 27-0771521 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $91K |
| DEUTSCHE BANK EIN 13-6065488 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $84K |
| COHEN WEISS AND SIMON LLP EIN 13-1592323 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| ALLIANT INSURANCE SERVICES, INC. EIN 33-0785439 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $56K |
| SOVOS COMPLIANCE LLC EIN 46-1379693 NONE | Other services; Direct payment from the plan Service code 49 | — | $50K |
| NEUBERGER BERMAN INVESTMENT ADVISOR EIN 02-0654486 NONE | Investment management; Direct payment from the plan Service code 28 | — | $46K |
| JANETTE STRAKER NONE | Direct payment from the plan; Consulting (general) Service code 16 | 158-11 HARRY VAN ARSDALE JR. AVENUE FLUSHING, NY 11365 | $36K |
| INSIGHT NORTH AMERICA LLC EIN 82-0983489 NONE | Investment management; Direct payment from the plan Service code 28 | — | $30K |
| SEIX INVESTMENTS ADVISORS LLC EIN 95-4191764 NONE | Direct payment from the plan; Investment management Service code 28 | — | $18K |
| NYCO PLUMBING AND HEATING CORP EIN 11-2667416 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management; Direct payment from the plan Service code 28 | — | $6K |
| RSM US LLP EIN 42-0714325 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $5K |
| STATE STREET BANK & TRUST CO EIN 04-1867445 NONE | Custodial (securities); Other fees; Direct payment from the plan; Investment management Service code 19 | — | $3K |
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 | 15,182 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,862 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,044 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 8,210 | $320K |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 8,210 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,210 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.