No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UBS INVESTMENTS EIN 13-2638166 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $75K |
| BOLTON PARTNERS NONE | Consulting (general); Direct payment from the plan Service code 16 | 2277 STATE HWY 33, SUITE 409 TRENTON, NJ 08690 | $27K |
| MSPC EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 340 NORTH AVENUE CRANFORD, NJ 07016 | $17K |
| ISSI EIN 23-2182079 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $14K |
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 | 255 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 67 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 255 | $36K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 249 | $180K |
| Other(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 255 | $217K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 255 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.