No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees Service code 99 | — | $260K |
| A. BENDER EIN 36-2325442 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $134K |
| R. FELDE EIN 36-2325442 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| D. CARROLL EIN 36-2325442 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| R. ORITZ- MALDONADO EIN 36-2325442 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| TFBC, LLC EIN 27-3782504 NONE | Consulting (general) Service code 16 | — | $53K |
| LOOMIS SAYLES TRUST COMPANY LP EIN 20-8080381 NONE | Investment management fees paid directly by plan Service code 51 | — | $45K |
| GREGORIO & MARCO EIN 36-4028033 NONE | Legal Service code 29 | — | $40K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Other fees Service code 99 | — | $38K |
| INNOVATIVE SOFTWARE SOLUTIONS INC. EIN 23-2182079 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $31K |
| BANSLEY AND KIENER, L.L.P. EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $23K |
| LEGACY PROFESSIONAL LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| MACNELL ACCOUNTING AND CONSULTING EIN 30-0510353 NONE | Accounting (including auditing) Service code 10 | — | $7K |
| BMO HARRIS BANK, NA EIN 36-2085229 NONE | Custodial (securities) Service code 19 | — | $7K |
| CENTRAL PRINTERS & GRAPHICS INC. EIN 36-3940419 NONE | Direct payment from the plan Service code 50 | — | $7K |
| INDEPENDENT PHARMACEUTICAL CONSULT. EIN 59-2926768 NONE | Other fees Service code 99 | — | $7K |
| AMALGAMATED BANK EIN 36-0721895 NONE | Other fees; Float revenue Service code 62 | — | $7K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $5K |
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 | 617 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 158 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 775 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 627 | $246K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 627 | — |
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.