No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PATRICIA REDHEAD EIN 16-6148181 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $83K |
| LIFETIME BENEFIT SOLUTIONS EIN 16-1171765 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $76K |
| BLITMAN & KING LLP EIN 16-1047304 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| BRENDA DANN EIN 16-6148181 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| ANGELA CHAMPION EIN 16-6148181 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $25K |
| AETNA LIFE INSURANCE COMPANY NONE | Claims processing; Direct payment from the plan Service code 12 | 9 ENTIN ROAD, SUITE 203 PARSIPPANY, NJ 07054 | $15K |
| BONADIO & CO., LLP EIN 16-1131146 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| O'SULLIVAN ASSOCIATES EIN 22-1837827 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| JOSEPH W. MCCARTHY AND ASSOCIATES EIN 16-1120588 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $8K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $8K |
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 | 244 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 244 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 248 | $24K |
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 229 | $67K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 248 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 248 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.