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 | — | $1.1M |
| DBMS HEALTH SERVICES EIN 20-8911489 NONE | Claims processing Service code 12 | 5975 CASTLE CREEK PARKWAY DR N. INDIANAPOLIS, IN 46250 | $407K |
| AMERICAN BENEFIT CORPORATION EIN 31-1219231 NONE | Contract Administrator Service code 13 | 205 WEST FOURTH STREET, SUITE 225 CINCINNATI, OH 45202 | $107K |
| GOLDSTEIN GRAGEL LLC EIN 34-1316963 NONE | Legal Service code 29 | 1111 SUPERIOR AVENUE EAST CLEVELAND, OH 44114 | $63K |
| ARTHUR J. GALLAGHER & CO. NONE | Insurance services Service code 23 | 1 W. FOURTH STREET, SUITE 1300 CINCINNATI, OH 45202 | $31K |
| LEDBETTER PARISI & SOLLARS, LLC NONE | Legal Service code 29 | 9240 MARKETPLACE DR MIAMISBURG, OH 45342 | $22K |
| BLUE & CO., LLC EIN 35-1178661 NONE | Accounting (including auditing) Service code 10 | 720 E. PETE ROSE WAY, STE 100 CINCINNATI, OH 45202 | $20K |
| US BANK TRUST EIN 31-0841368 NONE | Custodial (securities) Service code 19 | 425 WALNUT STREET CINCINNATI, OH 45202 | $19K |
| YURCHYK & DAVIS, CPAS NONE | Accounting (including auditing) Service code 10 | 3701 BOARDMAN-CANFIELD RD, 2 CANFIELD, OH 44406 | $13K |
| CUNI, RUST & STRENK EIN 31-1227755 NONE | Actuarial Service code 11 | 4555 LAKE FOREST DRIVE CINCINNATI, OH 45242 | $10K |
| STRATEGIC CAPITAL NONE | Investment advisory (plan) Service code 27 | 280 EAST 96TH STREET, SUITE 160 INDIANAPOLIS, IN 46240 | $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 | 1,053 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 509 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,562 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,523 | $289K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 120 | $775K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,523 | $289K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,523 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.