No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 43-1257251 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $684K |
| WILSON MCSHANE CORPORATION EIN 43-6051454 TPA | Direct payment from the plan; Contract Administrator Service code 13 | — | $238K |
| EPLAN LLC EIN 20-3720767 NONE | Direct payment from the plan; Other services Service code 49 | — | $138K |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS EIN 43-1174269 FUND ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $112K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 FUND ACTUARY; CONSULTANT | Direct payment from the plan; Consulting (pension); Actuarial Service code 11 | — | $58K |
| CONSTRUCTION BENEFIT AUDIT CORP EIN 43-1244218 FIELD AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $41K |
| RUBINBROWN, LLP EIN 43-0765316 PLAN AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| COMMERCE EIN 23-7386028 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $30K |
| SWORD HEALTH NONE | Direct payment from the plan; Claims processing Service code 12 | — | $26K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $11K |
| SAV-RX EIN 47-0527013 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $11K |
| SEGAL ADVISORS EIN 13-2646110 INVESTMENT ADVISOR | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $11K |
| IRON MOUNTAIN EIN 61-1701138 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| INTERNATIONAL FOUNDATION OF EE BENE EIN 39-1034021 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| US DEPARTMENT OF TREASURY NONE | Other fees Service code 99 | 1500 PENNSYLVANIA AVE NW WASHINGTON, DC 20220 | $5K |
| BMO HARRIS BANK N.A. EIN 39-1186267 CUSTODIAN/INV MGR | Direct payment from the plan; Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 18 | — | $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 | 813 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 186 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 999 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 254 | $439K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 254 | — |
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."
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.