No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPLOYEE 1 EIN 37-6031467 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $176K |
| EMPLOYEE 2 EIN 37-6031467 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| THE SEGAL COMPANY (MIDWEST), INC EIN 13-1975125 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $47K |
| ROMOLO & ASSOCIATES EIN 37-1077733 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| MR. MICROCHIP SOFTWARE CENTER INC EIN 59-3084068 NONE | Other services; Direct payment from the plan Service code 49 | — | $28K |
| CAVANAGH & OHARA, LLP EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $21K |
| NATIONAL INVESTMENT EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $16K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $10K |
| SAV RX NONE | Direct payment from the plan; Claims processing Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $7K |
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 | 267 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 267 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 271 | $2.8M |
| Life insurance | DEARBORN NATIONAL LIFE INSRUANCE COMPANY | 335 | $9K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 307 | $654K |
| Other | DEARBORN NATIONAL LIFE INSRUANCE COMPANY | 335 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 335 | — |
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.