No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY EIN 45-5492167 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $629K |
| LABORERS' LOCAL UNION NO.158 H&W FD EIN 23-1608209 PLAN ADMIN. | Plan Administrator; Direct payment from the plan Service code 14 | — | $94K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Named fiduciary Service code 28 | — | $91K |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $71K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $58K |
| CONRAD SIEGEL ACTUARIES EIN 23-1669823 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $38K |
| ELLIN & TUCKER, CHARTERED EIN 52-0959934 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| JOHNSTON ASSET MANAGEMENT EIN 13-3257590 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $35K |
| PENN CAPITAL MANAGEMENT CO., INC. EIN 22-2796848 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| DELTA DENTAL EIN 23-1667011 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $31K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-1645832 NONE | Investment management fees paid directly by plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $23K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $21K |
| SCHRECKENGAUST, YOUNG & ASSOCIATES EIN 81-1015632 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| IRA H. WEINSTOCK, P.C. EIN 23-2080847 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| ECKERT SEAMANS CHERIN & MELLOTT LLC EIN 25-1056909 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $10K |
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 | 1,466 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,466 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,038 | $236K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,038 | $236K |
| Stop-loss / reinsurancereinsurance | AVALON INSURANCE COMPANY | 1,466 | $528K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,038 | $236K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,466 | — |
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.