No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $2.6M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $609K |
| EMPLOYEE 3 EIN 37-1023648 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $208K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $107K |
| CAVANAGH & O'HARA LLP EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| EMPLOYEE 4 EIN 37-1023648 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| EMPLOYEE 2 EIN 37-1023648 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| EMPLOYEE 5 EIN 37-1023648 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| ROMOLO & ASSOCIATES, LLC EIN 84-2885766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $65K |
| MIDWEST REGION HEALTH & SAFETY EIN 37-1384481 NONE | Other services; Direct payment from the plan Service code 49 | — | $65K |
| EMPLOYEE 6 EIN 37-1023648 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| EMPLOYEE 1 EIN 37-1023648 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| SYSTEMS DESIGN ASSOCIATES EIN 43-1228887 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| SOUTHERN BENEFIT ADM EIN 62-1116095 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $11K |
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 | 1,353 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,353 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,303 | $410K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,303 | — |
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.