No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SMART LOCAL UNION NO. 36 PENSION EIN 43-0727853 RELATED FUND | Contract Administrator Service code 13 | 2319 CHOUTEAU AVE, SUITE 300 ST. LOUIS, MO 63103 | $904K |
| COVENTRY HEALTH CARE, INC. EIN 75-1269086 NONE | Claims processing Service code 12 | 6720-B ROCKLIDGE DR, SUITE 700 BETHESDA, MD 20817 | $610K |
| DELTA DENTAL OF MISSOURI EIN 43-0908349 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 12399 GRAVOIS RD. ST. LOUIS, MO 63127 | $71K |
| PEOPLE RESOURCES, INC. EIN 45-3341045 NONE | Other services Service code 49 | 9666 OLIVE BLVD, SUITE 705 ST. LOUIS, MO 63132 | $53K |
| SCHUCHAT, COOK , & WERNER EIN 43-0763010 NONE | Legal Service code 29 | 1221 LOCUST ST, SUITE 250 ST. LOUIS, MO 63103 | $45K |
| JW TERRILL EIN 43-1526995 NONE | Consulting (general) Service code 16 | 825 MARYVILLE CENTRE DR. ST. LOUIS, MO 63141 | $42K |
| ROCKWOOD CAPITAL INVESTORS EIN 43-1775815 INVESTMENT MANAGEMENT | Investment management Service code 28 | 721 EMERSON RD. ST. LOUIS, MO 63141 | $32K |
| BYRNE SOFTWARE TECHNOLOGIES EIN 43-1853340 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 16091 SWINGLEY RIDGE RD, SUITE 200 CHESTERFIELD, MO 63017 | $30K |
| MUELLER PROST EIN 43-1594752 NONE | Accounting (including auditing) Service code 10 | 7733 FORSYTH BLVD, SUITE 1200 ST. LOUIS, MO 63105 | $24K |
| LDI INTERGRATED PHARMACY SVC. EIN 43-0912223 NONE | Claims processing Service code 12 | 701 EMERSON RD. ST. LOUIS, MO 63141 | $21K |
| CONNER ASH P.C. EIN 43-1012822 NONE | Accounting (including auditing) Service code 10 | 12101 WOODCREST EXECUTIVE DR, #300 ST. LOUIS, MO 63141 | $19K |
| MARTENS & D'ANGELO LLC EIN 20-5822366 NONE | Accounting (including auditing) Service code 10 | 12101 WOODCREST EXECUTIVE DR, #300 ST. LOUIS, MO 63141 | $18K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | 180 N. LA SALLE ST, SUITE 3500 CHICAGO, IL 60601 | $13K |
| US BANK TRUST SERVICES EIN 31-0841368 CUSTODIAL AGENT | Custodial (securities) Service code 19 | CM-9703 ST. PAUL, MN 55170 | $12K |
| EKON BENEFITS EIN 43-1317863 NONE | Actuarial Service code 11 | 4940 WASHINGTON BLVD. ST. LOUIS, MO 63108 | $9K |
| SYSTEM DESIGN ASSOCIATES EIN 43-1228887 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3760 S. LINDBERGH, SUITE 102 ST. LOUIS, MO 63127 | $8K |
| LIFE LINE SCREENING EIN 34-1839775 NONE | Other fees Service code 99 | 901 S. MOPAC EXPRESSWAY #2, #130 AUSTIN, TX 78746 | $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 | 1,435 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 189 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,624 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | HUMANA INSURANCE CO. | 1,620 | $2.1M |
| Life insurance | AETNA LIFE INS. CO. | 2,336 | $68K |
| Other | AETNA LIFE INS. CO. | 2,336 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,336 | — |
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.
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.