| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT BERGMAN3 | 123 KILBURN DRIVE CHERRY HILL, NJ 08003 | AMALGAMATED LIFE INSURANCE CO. | $34K | $0 | $34K | 6.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: BOLTON PARTNERS NORTHEAST INC. | 325 SENTRY PARKWAY EAST SUITE 100 BLUE BELL, PA 19422 | THE UNION LABOR LIFE INSURANCE COMPANY | $10K | $0 | $10K | 6.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $858K |
| IRON WORKERS LOCAL 11 WELFARE FUND EIN 22-6041517 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $364K |
| BASYS, INC EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $206K |
| JOSEPH GUNN EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $139K |
| STEPHEN CONLEY EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $129K |
| CLEARY & JOSEM, LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $121K |
| LEADER DATA PROCESSING NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 75 KIWANIS BLVD. WEST HAZLETON, PA 18201 | $112K |
| BENECARD NONE | Direct payment from the plan; Claims processing Service code 12 | 3131 PRINCETON AVE LAWRENCEVILLE, NJ 08648 | $95K |
| ALBERT FRATTALI EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| DANIEL JORDAN EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $80K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Insurance agents and brokers; Actuarial; Direct payment from the plan Service code 11 | — | $80K |
| BONNIE LANDSMANN EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| BOLTON PARTNERS NONE | Actuarial; Direct payment from the plan Service code 11 | 325 SENTRY PARKWAY EAST SUITE 100 BLUE BELL, PA 19422 | $64K |
| ALLIED TRADE EIN 23-2591093 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $54K |
| ATALANTA SOSNOFF CAPITAL NONE | Investment management; Securities brokerage commissions and fees; Other investment fees and expenses; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | 101 PARK AVENUE NEW YORK, NY 10178 | $48K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $39K |
| KATHLEEN ROWE EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| TELEMEDICINE MANAGMENT NONE | Consulting (general); Direct payment from the plan Service code 16 | 801 SPRINGDALE DRIVE EXTON, PA 19341 | $34K |
| SUSANIN WIDMAN & BRENNAN, PC NONE | Legal; Direct payment from the plan Service code 29 | 656 EAST SWEDESFORD ROAD SUITE 330 WAYNE, PA 19087 | $19K |
| SCHULTHEIS & PANETTIERI, LLP NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 485A US-1 SUITE 360 ISELIN, NJ 08830 | $16K |
| ERNST & YOUNG NONE` | Direct payment from the plan; Accounting (including auditing) Service code 10 | 2005 MARKET ST PHILADELPHIA, PA 19103 | $13K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $9K |
| OLMEC SYSTEM LLC EIN 22-3461295 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
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 | 1,338 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,421 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 1,421 | $1.2M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,338 | $265K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 1,338 | $125K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | AMALGAMATED LIFE INSURANCE CO. | 1,537 | $730K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,537 | — |
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."
No prospect flags tripped on this filing.