Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: The Segal Comapny Inc Stop-loss | Stop-loss | |
Broker: Aon Inc Consulting LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,934 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,937 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,129 | $296K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,041 | $2.1M |
| Other | HARTFORD LIFE AND ACCIDENT | 3,129 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,129 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: The Union Labor Life Insurance Company | |
Carrier: The Union Labor Life Insurance Company | |
Carrier: Hartford Life and Accident |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 NONE | Direct payment from the plan; Float revenue; Claims processing Service code 12 | — | $3.0M |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Other commissions; Direct payment from the plan; Actuarial Service code 11 | — | $164K |
| SARAH MILLINGHAUSEN EIN 23-2105239 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $160K |
| JOHN J RONGIONE EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $147K |
| MENTAL HEALTH CONSULTANTS, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 3031-A WALTON ROAD, SUITE 300 PLYMOUTH MEETING, PA 19462 | $136K |
| CYNTHIA LEAHY EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $121K |
| LINDA MCCULLOUGH EIN 23-2105239 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $118K |
| MARIA GRILLO EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $111K |
| VERONICA MOORE EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| TYEMA SANCHEZ EIN 23-2105239 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| SONIA RODRIGUEZ EIN 23-2105239 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| JUDY O'MEARA EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| JHARNA AGARWAL EIN 23-2105239 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| ERICA HARRELL EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $78K |
| DANIEL BROWN EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| JOANNA OLEJNICZAK EIN 23-2105239 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| SPEAR WILDERMAN P.C. EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| CVS CAREMARK EIN 05-0494040 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $51K |
| PNC BANK NATIONAL ASSOCIATION EIN 25-1211909 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $49K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $47K |
| BLANK ROME LLP EIN 23-1311874 NONE | Legal; Direct payment from the plan Service code 29 | — | $43K |
| GARSON M. CARUSO, MD, MPH, PA. NONE | Consulting (general); Direct payment from the plan Service code 16 | 647 E SIDDONSBURG RD MECHANICSBURG, PA 17055 | $43K |
| GUARDIAN NURSES EIN 57-1187937 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| MEKETA INVESTMENTS GROUP EIN 04-2659023 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| LOCAL 36 BOLR PENSION PLAN EIN 23-6546776 RELATED FUND | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $29K |
| DONNA HESTON EIN 23-2105239 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| NATIONAL VISION ADMINISTRATORS LLC EIN 74-3033381 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $20K |
| STEVENS & LEE PC EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $17K |
| PFG VENTURES EIN 34-1761487 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
| KAY PRINTING NONE | Other services; Direct payment from the plan Service code 49 | 220 ENTIN ROAD CLIFTON, NJ 07014 | $9K |
| STUDIO LUSTRO INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 35-37 36TH ST. 2ND FLOOR LONG ISLAND CITY, NY 11106 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025