No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC EIN 65-1205077 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Copying and duplicating; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $2.5M |
| AETNA EIN 06-6033492 NONE | Contract Administrator; Insurance agents and brokers; Direct payment from the plan Service code 13 | — | $1.3M |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $167K |
| BREDHOFF & KAISER PLLC EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $161K |
| WESTERN ASSET MANAGEMENT CO. EIN 92-2705767 NONE | Investment management; Direct payment from the plan Service code 28 | — | $110K |
| MORGAN LEWIS & BOCKIUS LLP EIN 83-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $101K |
| WITHUMSMITH+BROWN, P.C. EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $79K |
| COFINITY INC. EIN 20-1274723 NONE | Direct payment from the plan; Other fees Service code 50 | — | $60K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $49K |
| PHYSICIANS REVIEW NETWORK INC NONE | Direct payment from the plan; Consulting (general); Insurance services Service code 16 | 4422 NORTH 24TH ST PHOENIX, AZ 85016 | $38K |
| DOYLE PRINTING CO. EIN 53-0191325 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $28K |
| SCHMITZ PRESS EIN 52-0569969 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $21K |
| BDO USA, LLP EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $15K |
| KELLY PRESS EIN 52-0975591 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $10K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 26-0516431 NONE | Direct payment from the plan; Investment management Service code 28 | — | $10K |
| SCHAEFER PRINTING COMPANY EIN 34-0510730 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $9K |
| UPS EIN 58-2480149 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
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 | 2,077 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,108 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,185 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 481 | $1.6M |
| Dental | AETNA LIFE INSURANCE CO. | 481 | $1.6M |
| Vision | AETNA LIFE INSURANCE CO. | 481 | $1.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,687 | $3.5M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,269 | $749K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,687 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,687 | — |
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.