No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON HEALTHCARE SERVICES EIN 22-0999690 NONE | Direct payment from the plan; Other services Service code 49 | — | $171K |
| DIANE FLORIAN EIN 22-6220289 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| PAYER MATRIX LLC EIN 81-3946362 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $64K |
| GELLERT SEITZ BUSENKELL & BROWN LLC EIN 46-0997626 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| MSPC EIN 22-2951202 ACCT FOR LOCAL 641 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $54K |
| BRIDGEWAY BENEFIT TECHNOLOGY EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $40K |
| SUMMIT ACTUARIAL SERVICES, LLC EIN 20-3838633 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $32K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $30K |
| SPECIALIZED COMPUTER RESOURCES INC EIN 85-4322655 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $30K |
| AMERICAN REALTY EIN 95-4871432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| KROLL HEINEMAN PTASIEWICZ & PARSONS EIN 76-0760981 ATTY FOR LOCAL 641 | Legal; Direct payment from the plan Service code 29 | — | $21K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $19K |
| AMALGAMATED BANK OF CHICAGO NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 30 NORTH LASALLE STREET CHICAGO, IL 60602 | $19K |
| LIVERMAN COMMERCIAL EIN 83-1312625 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| DELTA DENTAL OF NJ EIN 22-1896118 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $13K |
| ALICE RYAN EIN 22-6220289 EMPLOYEE | Direct payment from the plan Service code 50 | — | $13K |
| LANDSCAPE SOLUTIONS EIN 20-8195351 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| EMPRIX HEALTH EIN 47-1226691 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $10K |
| GREAT LAKES EIN 59-3814941 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| TEAMSTERS CENTER SERVICES EIN 13-1964856 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $8K |
| FAIR HEALTH INC. EIN 90-0524293 NONE | Direct payment from the plan; Other fees Service code 50 | — | $7K |
| ARMANDOS HOME IMPROVEMENT EIN 51-0646273 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| PERFECT TEMP SERVICES EIN 46-2462364 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| JOHNSON CONTROLS EIN 80-0706067 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $812 |
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 | 168 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 127 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 295 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY INC | 88 | $144K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 381 | $28K |
| Prescription drug | MEDCO CONTAINMENT LIFE INSURANCE COMPANY | 79 | $138K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 381 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 381 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.