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 |
|---|---|---|
Broker: The Segal Company Stop-lossLifeOther | Stop-lossLifeOther | |
Broker: Kocher Insurance Group, Inc LifeOther | LifeOther |
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 | 982 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 187 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 211 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,380 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE COMPANY | 1,121 | $63K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,175 | $230K |
| Other(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE COMPANY | 1,121 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,175 | - |
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.
| Broker | Commissions |
|---|---|
Carrier: The Union Labor Life Insurance Company | |
Carrier: Reliant Star Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1038065 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $494K |
| BENEFIT MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Accounting (including auditing); Direct payment from the plan; Other fees Service code 10 | 1520 KENSINGTON ROAD, SUITE 200 OAK BROOK, IL 60523 | $454K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $153K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Consulting fees Service code 16 | — | $91K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $64K |
| DELTA DENTAL EIN 94-2761537 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $46K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $23K |
| SOMMERS & FAHRENBACH NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 3301 WEST BELMONT AVENUE CHICAGO, IL 60618 | $21K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Investment management fees paid directly by plan; Custodial (other than securities); Securities brokerage commissions and fees Service code 18 | 30 N. LASALLE STREET CHICAGO, IL 60602 | $21K |
| COMBINED CRAFTS EIN 39-1400101 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $11K |
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