No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHY ALLIANCE LIFE INSURANCE COM EIN 86-0257201 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services Service code 12 | — | $829K |
| BENESYS, INC. NONE | Contract Administrator Service code 13 | 13801 RIVERPORT DR. STE. 101 ST. LOUIS, MO 63043 | $642K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance brokerage commissions and fees; Actuarial Service code 11 | — | $242K |
| VICTORY CAPITAL MANAGEMENT EIN 13-2700161 NONE | Investment management Service code 28 | — | $95K |
| LDI INTEGRATED PHARMACY SERVICES EIN 43-0912223 NONE | Claims processing Service code 12 | 680 CRAIG ROAD. CREVE COEUR, MO 63141 | $91K |
| ANDERS MINKLER HUBER HELM LLP EIN 43-0831507 NONE | Accounting (including auditing) Service code 10 | — | $77K |
| JOHNSON & KROL, LLC NONE | Legal Service code 29 | 300 S. WACKER DR 1313 CHICAGO, IL 60606 | $67K |
| NATIONAL INVESTMENT SERVICES NONE | Investment management Service code 28 | 200 W MADISON STREET SUITE 2900 CHICAGO, IL 60606 | $35K |
| NUVEEN ASSET MANAGEMENT EIN 41-2003732 NONE | Investment management fees paid directly by plan Service code 51 | — | $22K |
| MARQUETTE ASSOCIATES, INC NONE | Investment management Service code 28 | 180 N. LASALLE STREET CHICAGO, IL 60601 | $16K |
| UMB BANK NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 1010 GRAND BOULEVARD KANSAS CITY, MO 64106 | $15K |
| PURK & ASSOCIATES, P.C. EIN 26-4532849 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| COMMERCE BANK NONE | Custodial (securities) Service code 19 | 6863 CLAYTON RD ST. LOUIS, MO 63117 | $10K |
| J.W. TERRIL NONE | Other services Service code 49 | 825 MARYVILLE CENTRE DR 200 CHESTERFIELD, MO 63017 | $7K |
| SEGAL SELECT INSURANCE SERVI EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 1,935 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 814 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,749 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,093 | $4.8M |
| Dental | DELTA DENTAL | 2,079 | $1.7M |
| Vision | VISION SERVICE PLAN | 2,589 | $34K |
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 4,745 | $1.1M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $900K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 4,745 | $210K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,745 | — |
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.