Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
LTDLifeOther | LTDLifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 11,150 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 292 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,442 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 91 | $32K |
| Long-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 86 | $71K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 91 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $4.2M |
| ZELIS PAYMENTS HOLDINGS LLC EIN 84-3069529 NONE | Other services Service code 49 | — | $473K |
| ULLICO INVESTMENT ADVISORS INC. EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $403K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Other services Service code 49 | — | $381K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $295K |
| SEGAL EIN 13-1975125 NONE | Actuarial; Other services Service code 11 | — | $276K |
| DELTA DENTAL PLAN OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $260K |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $248K |
| NATIONAL INV. SERV. OF AMERICA LLC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $223K |
| L. WILLIAMS EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $208K |
| C. WENSKUS EIN 36-2151212 ADMINISTRATOR | Plan Administrator Service code 14 | — | $190K |
| T. MARSHALL EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $173K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $171K |
| R. LACEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $156K |
| L. HOWARD EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $147K |
| S. PAGURKO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $136K |
| K. JACKSON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $135K |
| M. PECK EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| S. COLLINS EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| P. LOMBARDI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $127K |
| M. CORNEJO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $125K |
| M. CANNELLA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| N. GALLUZZI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| K. BURDINE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| J. COLLETTI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| E. MCKINLEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| R. MOHICA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| V. MUNOZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $115K |
| J. CAPRIO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $113K |
| S. SPECHT EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| K. FLORES EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| K. BOSQUE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $109K |
| M. LOPEZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $108K |
| R. TORANO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| O. COLON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| G. AREVALO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| A. CAROLLO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| P. WALLACE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| J. CROASDALE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| FIS WORKFLOW SOLUTIONS EIN 51-0267091 NONE | Other services Service code 49 | — | $103K |
| B. MCANALLY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| M. SERRANO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| COMPSYCH EIN 36-3739783 NONE | Other services Service code 49 | — | $98K |
| K. EARLEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| C. CRUZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| W. FIGUEROA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| S. BRECKENRIDGE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| K. NASON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025