| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY Filed as: THE SEGAL COMPANY (EASTERN STATES) | 333 WEST 34TH STREET NEW YORK, NY 10001 | THE UNION LABOR LIFE INSURANCE COMPANY | $10K | — | $10K | 1.10% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA DENTAL EIN 23-1667011 NONE | Claims processing Service code 12 | ONE DELTA DRIVE MECHANICSBURG, PA 17055 | $2.4M |
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Claims processing Service code 12 | PO BOX 826989 PHILADELPHIA, PA 19182 | $1.9M |
| CARPENTERS COMBINED FUNDS, INC. EIN 25-1332392 ADMINISTRATOR | Contract Administrator Service code 13 | 650 RIDGE ROAD, SUITE 300 PITTSBURGH, PA 15205 | $1.7M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | 21653 NETWORK PLACE CHICAGO, IL 60673 | $1.6M |
| AETNA MAP EIN 06-6033492 | Claims processing Service code 12 | PO BOX 30017 PITTSBURGH, PA 15222 | $1.6M |
| LYTLE EAP PARTNERS EIN 25-1419429 NONE | Other services Service code 49 | 200 CEDAR RIDGE DR, 208 PITTSBURGH, PA 15205 | $283K |
| GRIDIRON PARTNERS EIN 83-4311543 NONE | Investment management fees paid directly by plan Service code 51 | 101 BRADFORD SCHOOL ROAD SUITE 200 WEXFORD, PA 15090 | $264K |
| THE SEGAL CO. EIN 13-1975125 NONE | Actuarial Service code 11 | 1300 EAST NINTH STREET, SUITE 1900 CLEVELAND, OH 44114 | $218K |
| STEPHEN J. OBRIEN, ESQ EIN 25-1884429 NONE | Legal Service code 29 | 650 RIDGE ROAD PITTSBURGH, PA 15205 | $185K |
| C.S. MCKEE EIN 25-1900687 NONE | Investment management fees paid directly by plan Service code 51 | PO BOX 779086 CHICAGO, IL 60677 | $108K |
| PNC ADVISORS EIN 25-1197336 TREASURY MANAGEMENT | Trustee (bank, trust company, or similar financial institution); Custodial (securities) Service code 19 | 116 ALLEGHENY CENTER MALL PITTSBURGH, PA 15222 | $107K |
| HENRY ROSSI & CO., LLP EIN 25-1698043 NONE | Accounting (including auditing) Service code 10 | 50 SECO ROAD, SUITE A MONROEVILLE, PA 15146 | $79K |
| LONDON COMPANY EIN 90-0824693 NONE | Investment management fees paid directly by plan Service code 51 | 1800 BAYBERRY COURT, SUITE 301 RICHMOND, VA 23226 | $73K |
| CORRY CAPITAL - LONGEVITY FUND VI EIN 38-3889041 NONE | Investment management fees paid directly by plan Service code 51 | 960 PENN AVENUE SUITE 301 PITTSBURGH, PA 15222 | $58K |
| PFM ASSET MANAGEMENT LLC EIN 23-3087064 NONE | Investment management fees paid directly by plan Service code 51 | 213 MARKET STREET HARRISBURG, PA 17101 | $56K |
| HIGHMARK SIGNATURE 65 EIN 23-1294723 NONE | Claims processing Service code 12 | 120 FIFTH AVENUE PITTSBURGH, PA 15222 | $54K |
| PRUDENTIAL EIN 52-1679020 NONE | Investment management Service code 28 | 751 BROAD STREET NEWARK, NJ 07102 | $43K |
| NVA EIN 74-3033381 NONE | Claims processing Service code 12 | 5040 RITTER ROAD MECHANICSBURG, PA 17055 | $39K |
| THE NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Investment management fees paid directly by plan Service code 51 | 50 S LASALLE STREET CHICAGO, IL 60603 | $37K |
| CANCER STUDY GROUP EIN 83-4163919 NONE | Other services Service code 49 | 600 NEW HAMPSHIRE AVE WASHINGTON, DC 20037 | $31K |
| LEM MULTIFAMILY PARTNERSHIP EIN 83-1126027 NONE | Investment management fees paid directly by plan Service code 51 | 2400 MARKET ST STE 303 PHILADELPHIA, PA 19103 | $25K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | 858 KENNEBEC STREET PITTSBURGH, PA 15217 | $6K |
| BROWN BROTHERS EIN 85-1862426 NONE | Investment management fees paid indirectly by plan Service code 52 | 140 BOARDWAY 16TH FLOOR NEW YORK, NY 10005 | $0 |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 | Insurance services Service code 23 | 66 HUDSON BLVD E 20TH FLOOR NEW YORK, NY 10001 | $0 |
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 | 7,663 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,663 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 0 | $0 |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 6,616 | $907K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,932 | — |
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.