No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV RX NONE | Claims processing Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $1.4M |
| UNION LABOR LIFE INSURANCE CO. EIN 13-1423090 NONE | Insurance services Service code 23 | — | $939K |
| STONER & ASSOCIATES EIN 31-1219231 NONE | Contract Administrator Service code 13 | 205 WEST FOURTH STREET, SUITE 225 CINCINNATI, OH 45202 | $428K |
| DBMS HEALTH SERVICES EIN 20-8911489 NONE | Claims processing Service code 12 | 5975 CASTLE CREEK PARKWAY DR N. INDIANAPOLIS, IN 46250 | $292K |
| GOLDSTEIN GRAGEL LLC EIN 34-1316963 NONE | Legal Service code 29 | 1111 SUPERIOR AVENUE EAST CLEVELAND, OH 44114 | $68K |
| ARTHUR J. GALLAGHER & CO. NONE | Insurance services Service code 23 | 1 W. FOURTH STREET, SUITE 1300 CINCINNATI, OH 45202 | $30K |
| YURCHYK & DAVIS, CPAS NONE | Accounting (including auditing) Service code 10 | 3701 BOARDMAN-CANFIELD RD, 2 CANFIELD, OH 44406 | $26K |
| LEDBETTER PARISI & SOLLARS, LLC NONE | Legal Service code 29 | 9240 MARKETPLACE DR MIAMISBURG, OH 45342 | $13K |
| BLUE & CO., LLC EIN 35-1178661 NONE | Accounting (including auditing) Service code 10 | 720 E. PETE ROSE WAY, STE 100 CINCINNATI, OH 45202 | $11K |
| OSSEGE COMBS & MANN, LTD. EIN 31-1432639 NONE | Accounting (including auditing) Service code 10 | 720 E. PETE ROSE WAY, STE 100 CINCINNATI, OH 45202 | $11K |
| CUNI, RUST & STRENK EIN 31-1227755 NONE | Actuarial Service code 11 | 4555 LAKE FOREST DRIVE CINCINNATI, OH 45242 | $10K |
| MINUTEMAN PRESS NONE | Copying and duplicating Service code 36 | 7679 MONTGOMERY RD CINCINNATI, OH 45236 | $8K |
| HEALTHY LIFE SCREENING LLC NONE | Claims processing Service code 12 | 2855 W MARKET STREET FAIRLAWN, OH 44333 | $8K |
| STRATEGIC CAPITAL NONE | Investment advisory (plan) Service code 27 | 280 EAST 96TH STREET, SUITE 160 INDIANAPOLIS, IN 46240 | $8K |
| US BANK TRUST EIN 31-0841368 NONE | Custodial (securities) Service code 19 | 425 WALNUT STREET CINCINNATI, OH 45202 | $7K |
| ALOTTA FARLEY CO., LPA EIN 34-1316963 NONE | Legal Service code 29 | 2222 CENTENIAL ROAD TOLEDO, OH 43617 | $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 | 1,072 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 524 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,596 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,596 | $242K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,596 | $242K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,596 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,596 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.