No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Float revenue Service code 12 | — | $3.3M |
| S. C. MILLER & CO. INC EIN 35-1820020 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.9M |
| HINES & ASSOCIATES NONE | Other services; Direct payment from the plan Service code 49 | 115 EAST HIGHLAND AVENUE ELGIN, IL 60120 | $537K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 39-1774284 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $269K |
| ULLICO INFRASTRUCTURE EIN 13-1423090 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $204K |
| IFM GLOBAL INFRASTRUCTURE L.P. EIN 98-0569684 NONE | Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $172K |
| MICHAEL LEDBETTER, LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $139K |
| ROMOLO & ASSOCIATES EIN 37-1077733 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $130K |
| BARINGS EIN 20-5578089 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $108K |
| HARTNETT REYES-JONES LLC NONE | Legal; Direct payment from the plan Service code 29 | 4399 LACLEDE AVE ST LOUIS, MO 63108 | $99K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $79K |
| UNITED ACTUARIAL SERVICES EIN 35-1369500 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $73K |
| SAVRX NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $62K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $45K |
| DOCUSTREAM NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 14860 WICKS BLVD SAN LEANDRO, CA 94577 | $34K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $23K |
| AMALGAMATED NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 30 NORTH LASALLE STREET 38TH FLOOR CHICAGO, IL 60602 | $12K |
| IFM INVESTORS PTY LTD | Investment management fees paid indirectly by plan; Investment management; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States) Service code 28 | — | $0 |
| IFM INVESTORS PTY LTD. NONE | Investment management; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management fees paid indirectly by plan Service code 28 | 114 WEST 47TH STREET, 19TH FLOOR NEW YORK, NY 10036 | $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 | 6,123 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 362 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,485 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 6,206 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,206 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.