No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1038065 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $412K |
| 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 | $399K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $131K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting fees; Consulting (general) Service code 16 | — | $117K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Direct payment from the plan; Other services Service code 49 | — | $37K |
| BMO HARRIS EIN 36-2085229 NONE | Custodial (other than securities); Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 18 | — | $35K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $25K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $17K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $15K |
| BUILDING TRADES UNITED PENSION FUND EIN 51-6049409 NONE | Accounting (including auditing); Other fees; Direct payment from the plan Service code 10 | — | $12K |
| CVS CAREMARK EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $8K |
| BURTON & MAYER NONE | Direct payment from the plan; Copying and duplicating Service code 36 | W140N900 LILLY ROAD MENOMONEE FALLS, WI 53051 | $6K |
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 | 916 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 122 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 396 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,434 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 910 | $89K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 936 | $482K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 910 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 936 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.