No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Other fees; Claims processing; Contract Administrator Service code 12 | — | $393K |
| BLUELINK TPA EIN 41-1427596 NONE | Claims processing; Contract Administrator Service code 12 | — | $392K |
| THE SEGAL COMPANY EIN 12-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $67K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $56K |
| DELTA DENTAL EIN 41-1905554 NONE | Claims processing Service code 12 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $29K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $21K |
| MEKETA EIN 04-2659023 NONE | Non-monetary compensation; Investment advisory (plan); Other fees Service code 27 | — | $12K |
| PRIME THERAPEUTICS EIN 20-0076803 NONE | Other services; Float revenue; Claims processing Service code 12 | — | $8K |
| UNION BANK AND TRUST EIN 41-1267434 NONE | Custodial (securities) Service code 19 | — | $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 | 1,108 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 1,062 | $83K |
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 1,202 | $390K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 1,062 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,202 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.