| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY3 Filed as: THE SEGAL CONSULTING | 333 WEST 34TH STREET NEW YORK, NY 10001 | THE UNION LABOR LIFE INSURANCE COMPANY | $53K | $9K | $62K | 9.34% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $273K |
| REHN & ASSOCIATES EIN 91-1008626 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $196K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $95K |
| WITHUMSMITH+BROWN PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $70K |
| TURNER, STOEVE & GAGLIARDI, P.S. EIN 91-1282506 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| WASHINGTON TRUST BANK EIN 91-0462347 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $23K |
| GREEN LIGHT MANAGEMENT LLC EIN 45-5248276 NONE | Direct payment from the plan; Other services Service code 49 | — | $20K |
| LAWTON PRINTING INC. EIN 91-0633228 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $12K |
| THE PACIFIC HEALTH COALITION EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $10K |
| VERUS ADIVSORY EIN 91-1320111 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $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 | 701 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 729 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 745 | $882K |
| Dental | DELTA DENTAL OF WASHINGTON | 1,743 | $783K |
| Vision | VISION SERVICE PLAN | 712 | $71K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 698 | $35K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 711 | $658K |
| Other(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 745 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,743 | — |
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."
No prospect flags tripped on this filing.