No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $758K |
| IRON WORKERS LOCAL 11 WELFARE FUND EIN 22-6041517 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $564K |
| BOLTON PARTNERS NONE | Direct payment from the plan; Actuarial Service code 11 | 325 SENTRY PARKWAY EAST SUITE 100 BLUE BELL, PA 19422 | $170K |
| BENECARD NONE | Direct payment from the plan; Claims processing Service code 12 | 3131 PRINCETON AVE LAWRENCEVILLE, NJ 08648 | $164K |
| CLEARY & JOSEM, LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $125K |
| BASYS, INC EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $95K |
| DANIEL JORDAN EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| BONNIE LANDSMANN EIN 23-1599740 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| ALLIED TRADE EIN 23-2591093 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $67K |
| LEADER DATA PROCESSING NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 75 KIWANIS BLVD. WEST HAZLETON, PA 18201 | $58K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| ATALANTA SOSNOFF CAPITAL NONE | Soft dollars commissions; Other investment fees and expenses; Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 28 | 101 PARK AVENUE NEW YORK, NY 10178 | $43K |
| KATHLEEN ROWE EIN 23-1599740 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| SUSANIN WIDMAN & BRENNAN, PC NONE | Legal; Direct payment from the plan Service code 29 | 656 EAST SWEDESFORD ROAD SUITE 330 WAYNE, PA 19087 | $24K |
| OLMEC SYSTEM LLC EIN 22-3461295 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $12K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $9K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Insurance agents and brokers; Direct payment from the plan Service code 11 | — | $8K |
| MORGAN STANLEY EIN 26-4310632 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $8K |
| SKANTECH NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1100 EASTON ROAD WILLOW GROVE, PA 19090 | $6K |
| WEBB COMMUNICATIONS INC. NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1 MAYNARD STREET WIILIAMSPORT, PA 17701 | $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 | 1,367 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 376 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,743 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 1,367 | $1.3M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,367 | $241K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 1,367 | $118K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,367 | $663K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,367 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.