No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INC NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Claims processing; Direct payment from the plan; Consulting (general) Service code 12 | P.O.BOX 951254 CLEVELAND, OH 44193 | $799K |
| BENESYS NONE | Other services; Direct payment from the plan; Contract Administrator; Accounting (including auditing) Service code 10 | 700 TOWER DRIVE,SUITE 300 TROY, MI 48098 | $436K |
| THE JAMES B OSWALD COMPANY NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | P.O.BOX 853 WEST CENTER, OH 44251 | $95K |
| BLUE & COMPANY LLC EIN 35-1178661 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $94K |
| LEDBETTER, PARISI, LLC EIN 03-0599899 NONE | Direct payment from the plan; Legal Service code 29 | — | $76K |
| NATIONAL INVESTMENT SERVICES NONE | Investment management; Direct payment from the plan Service code 28 | 777 E WISCONSIN AVE, S235 MILWAUKEE, WI 53202 | $38K |
| AMERICAN GRAPHICS PRINTING CO NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 24895 GROCESBECK CLINTON TOWNSHIP, MI 48035 | $33K |
| JOYCE GOLDSTEIN & ASSOCIATES NONE | Direct payment from the plan; Legal Service code 29 | 3080 LAUREL ROAD CLEVELAND, OH 44120 | $21K |
| J BRATER PUBLIC ACCOUNTING SERVICES EIN 84-2629290 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| CUNI, RUST & STRENK EIN 31-1227755 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $11K |
| MZQ CONSULTING LLC NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | 1829 REINSTERSTOWN PIKESVILLE, MD 21208 | $10K |
| STRATEGIC CAPITAL INVESTMENT NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 700 E. BUTTERFILED RD, LOMBARD, IL 60148 | $9K |
| US BANK NONE | Direct payment from the plan; Custodial (securities) Service code 19 | PO BOX NO.70870 ST PAUL, MN 55170 | $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 | 1,157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 398 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,555 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,363 | $246K |
| Stop-loss / reinsurancereinsurance | SIRIUSPOINT AMERICA INSURANCE COMPANY | 1,135 | $690K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,363 | $246K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,363 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.