No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC. EIN 52-1590516 NONE | Other fees; Other commissions; Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $665K |
| MARATHON HEALTH EIN 84-3269071 NONE | Other services Service code 49 | — | $464K |
| ANTHEM INSURANCE COMPANIES INC EIN 35-0781558 NONE | Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Float revenue Service code 12 | — | $386K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Contract Administrator Service code 12 | — | $254K |
| UNION EYES LLC EIN 83-3067276 NONE | Other services Service code 49 | — | $223K |
| FOSTER AND FOSTER INC EIN 59-1921114 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $76K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $40K |
| ASHER, GITTLER & D'ALBA, LTD EIN 36-2786883 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Claims processing; Contract Administrator Service code 12 | — | $30K |
| CAPFINANCIAL PARTNERS, LLC EIN 26-0058143 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $26K |
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 | 699 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 511 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 572 | $1.5M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 700 | $60K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 792 | $349K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 700 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 792 | — |
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."
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.