No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK INC EIN 23-1294723 | Claims processing Service code 12 | — | $286K |
| PEOPLES SECURITY BANK & TRUST EIN 24-0729120 | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $48K |
| PATH ADMINISTRATORS EIN 46-1226464 | Plan Administrator Service code 14 | — | $34K |
| MCGRAIL MERKEL QUINN & ASSOCIATES EIN 23-2226550 | Accounting (including auditing) Service code 10 | — | $16K |
| MERANZE & KATZ EIN 23-1496747 | Legal Service code 29 | — | $9K |
| JACOBY DONNER, PC EIN 23-2220388 | Legal Service code 29 | — | $9K |
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 | 422 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 58 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 480 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HIGHMARK INC - DAVIS | 418 | $42K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 462 | $203K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 462 | $203K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 462 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.