No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-0370270 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $610K |
| BENEFIT PROCESSING INC EIN 23-2204388 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $251K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $103K |
| BOLTON PARTNERS INC EIN 52-1231144 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $49K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $47K |
| HELEN KRZYWICKI EIN 23-1489866 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| PHILADELPHIA JOINT BOARD WORKERS UN EIN 23-0971735 RELATED LABOR ORG | Other services; Direct payment from the plan Service code 49 | — | $29K |
| KATHLEEN LYNCH EIN 23-1489866 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| MERANZE, KATZ, GAUDIOSO & NEWLIN, P EIN 23-2419899 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| CHARTWELL INVESTMENTS EIN 23-2891243 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $20K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $18K |
| FOX ROTHSCHILD LLC EIN 23-1404723 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| PRO SUPPORT SYSTEMS NONE | Claims processing; Direct payment from the plan Service code 12 | 327 MONTGOMERY AVE. BALA CYNWYD, PA 19004 | $15K |
| CALL A DOCTOR PLUS NONE | Direct payment from the plan; Other services Service code 49 | 35 NOD ROAD, SUITE 102 AVON, CT 06001 | $5K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Other services; Direct payment from the plan; Custodial (securities) Service code 19 | — | $5K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $5K |
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 | 655 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 657 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DOMINION NATIONAL | 938 | $125K |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 400 | $39K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,093 | $327K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,093 | — |
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.