No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Float revenue; Contract Administrator Service code 12 | — | $2.7M |
| S. C. MILLER & CO. INC EIN 35-1820020 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.7M |
| HINES & ASSOCIATES NONE | Other services; Direct payment from the plan Service code 49 | 115 EAST HIGHLAND AVENUE ELGIN, IL 60120 | $488K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 39-1774284 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $212K |
| THE UNION LABOR LIFE INSURANCE COMP EIN 13-1423090 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $211K |
| HARTNETT REYES-JONES LLC NONE | Legal; Direct payment from the plan Service code 29 | 4399 LACLEDE AVE ST. LOUIS, MO 63108 | $133K |
| BARINGS EIN 20-5578089 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $128K |
| IFM GLOBAL INFRASTRUCTURE FUND 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 | — | $127K |
| MICHAEL LEDBETTER, LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $124K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $77K |
| ROMOLO & ASSOCIATES EIN 37-1077733 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| UNITED ACTUARIAL SERVICES EIN 35-1369500 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $69K |
| DOCUSTREAM NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 14860 WICKS BLVD SAN LEANDRO, CA 94577 | $36K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $30K |
| AMALGAMATED NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 30 NORTH LASALLE STREET, 38TH FLOOR CHICAGO, IL 60602 | $10K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
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 | 5,927 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 404 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 5,922 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,922 | — |
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.