| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY3 | — | THE UNION LABOR LIFE INSURANCE COMPANY | $2K | — | $2K | 1.65% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDICAL MUTUAL EIN 34-0648820 NONE | Insurance services Service code 23 | — | $729K |
| FORTY FOUR CORPORATION EIN 34-6029682 NONE | Other fees Service code 99 | — | $460K |
| DANIELA JANCESKI EIN 31-6029682 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| SEGAL COMPANY EIN 31-1975125 NONE | Consulting (general) Service code 16 | — | $82K |
| NATIONAL INVESTMENT SERVICES NONE | Investment management Service code 28 | 777 E WISCONSIN AVE, SUITE 2350 MILWAUKEE, WI 53202 | $61K |
| FAULKNER, HOFFMAN, & PHILLIPS, LLC EIN 45-1540483 NONE | Legal Service code 29 | — | $54K |
| HUNTINGTON NATIONAL BANK NONE | Investment management Service code 28 | 17 SOUTH HIGH STREET COLUMBUS, OH 43216 | $52K |
| CLARK SCHAEFER, HACKETT & CO. EIN 31-0800053 NONE | Accounting (including auditing) Service code 10 | — | $47K |
| DANNY MILENKOVSKI EIN 31-6029682 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| M&S PRINTMEDIA, INC NONE | Other services Service code 49 | 732 BROOKWOOD LANE E. ROCHESTER HILLS, MI 48309 | $37K |
| STRATEGIC CAPITAL INVESTMENT ADVISO NONE | Investment advisory (plan) Service code 27 | 1010 JORIE BLVD #240 OAK BROOK, IL 60523 | $34K |
| COMPUTOL INC. NONE | Other services Service code 49 | 118 E 3RD ST PERRYSBURG, OH 43551 | $31K |
| TRUST COMPANY FAMILY OFFICES EIN 34-1661757 NONE | Investment management Service code 28 | — | $29K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Other services Service code 49 | — | $23K |
| PURCHASE POWER NONE | Other services Service code 49 | 27475 HOLIDAY LN #6 PERRYSBURG, OH 43551 | $20K |
| US BANK EQUIPMENT FINANCE NONE | Other services Service code 49 | P.O. BOX 790448 ST. LOUIS, MO 63179 | $18K |
| DENTEMAX NONE | Insurance services Service code 23 | 25925 TELEGRAPH RD #400 SOUTHFIELD, MI 48033 | $16K |
| THE KEYSTONE PRINTING PRESS INC NONE | Other services Service code 49 | P.O. BOX 9183 TOLEDO, OH 43697 | $8K |
| BUCKEYE TELESYSTEMS INC EIN 31-1560010 NONE | Other services Service code 49 | — | $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 | 2,457 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 103 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,560 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 564 | $282K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 2,209 | $295K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 2,209 | $295K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,560 | $121K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 2,209 | $295K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,560 | — |
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.