Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingPremium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: The Segal Co Eastern States Inc Stop-loss | Stop-loss | |
Rx | Rx |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 5,379 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,336 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,715 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 1,339 | $3.4M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 5,637 | $5.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,637 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: The Union Labor Life Insurance Company | |
Carrier: The Union Labor Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.8M |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.0M |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance brokerage commissions and fees; Actuarial Service code 11 | — | $454K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $349K |
| WILLIAM FARANDA EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $287K |
| SANDRA CHIN EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $220K |
| DEREK DAVIS EIN 13-6674743 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $211K |
| SELEDENT, INC. EIN 11-3310187 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $206K |
| PROSKAUER ROSE, LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $200K |
| MPC CAPITAL ADVISORS, LLC EIN 27-2136582 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $179K |
| SILVERCREST ASSET MANAGEMENT GROUP EIN 13-4194623 NONE | Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $170K |
| PITTA LLP EIN 26-3852082 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $145K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $139K |
| PREMIER TECHNOLOGY SOLUTIONS INC EIN 13-3933805 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $126K |
| ANNETTE HASSELL EIN 13-6674743 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| PATRICK ANDERSEN EIN 13-6674743 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| MABEL LAU EIN 13-6674743 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Claims processing; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $95K |
| SARAH COLE EIN 13-6674743 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| MARGARITA IONESCU EIN 13-6674743 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| MILIAGROS RIVERA EIN 13-6674743 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| JUDITH LOZANO EIN 13-6674743 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| JP MORGAN CHASE EIN 13-4994650 NONE | Direct payment from the plan; Custodial (securities); Other investment fees and expenses; Float revenue Service code 19 | — | $62K |
| JOSE BAIRES MEDRANO EIN 13-6674743 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| KMR SYSTEMS CORPORATION EIN 13-3192128 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $55K |
| CVS PHARMACY INC EIN 05-0340626 NONE | Other fees; Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $54K |
| LAURA SCAROLA EIN 13-6674743 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| GREATLAND CORPORATION EIN 38-2099803 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $17K |
| RANDI LOWITT EIN 13-3476656 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| CLOUDFIRST GLOBAL LLC EIN 39-4223589 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $6K |
| IMAGEX INC EIN 54-1475185 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025