No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $136K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan) Service code 27 | — | $29K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $26K |
| UBS REALTY INVESTORS EIN 06-1452020 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $23K |
| ALLAN BATES & ASSOCIATES EIN 25-1460327 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $23K |
| LOOMIS SAYLES & CO. LP EIN 04-3200030 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $22K |
| MEYER, UNKOVIC & SCOTT EIN 25-1008021 NONE | Legal Service code 29 | — | $18K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Custodial (securities) Service code 18 | — | $17K |
| TUCKER ARENSBERG, ET AL EIN 25-0711430 NONE | Legal Service code 29 | — | $7K |
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 | 1,547 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS/BLUE SHIELD | 3,596 | $19.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,445 | $175K |
| Prescription drug | BLUE CROSS/BLUE SHIELD | 3,606 | $5.6M |
| Other(2 contracts, 2 carriers) | BLUE CROSS/BLUE SHIELD | 3,596 | $19.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,606 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.