No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHY ALLIANCE LIFE INSURANCE COM EIN 86-0257201 NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $801K |
| BENESYS, INC. NONE | Contract Administrator Service code 13 | 13801 RIVERPORT DR. STE. 101 ST. LOUIS, MO 63043 | $636K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Insurance brokerage commissions and fees Service code 11 | — | $263K |
| EXPRESS SCRIPTS HOLDING COMPANY NONE | Claims processing Service code 12 | ONE EXPRESS WAY ST. LOUIS, MO 63121 | $246K |
| ANDERS MINKLER HUBER HELM LLP EIN 43-0831507 NONE | Accounting (including auditing) Service code 10 | — | $132K |
| JOHNSON & KROL, LLC NONE | Legal Service code 29 | 300 S. WACKER DR 1313 CHICAGO, IL 60606 | $99K |
| NATIONAL INVESTMENT SERVICES NONE | Investment management fees paid directly by plan Service code 51 | 200 W MADISON STREET SUITE 2900 CHICAGO, IL 60606 | $61K |
| NUVEEN ASSET MANAGEMENT NONE | Investment management Service code 28 | 25604 NETWORK PLACE CHICAGO, IL 60673 | $32K |
| UMB BANK NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 1010 GRAND BOULEVARD KANSAS CITY, MO 64106 | $21K |
| LINDQUIST CPA NONE | Accounting (including auditing) Service code 10 | 9725 THIRD AVENUE STE 603 SEATTLE, WA 98115 | $21K |
| EPIC HEARING HEALTHCARE NONE | Other services Service code 49 | 3191 W TEMPLE AVE PONOMA, CA 91768 | $14K |
| MARQUETTE ASSOCIATES, INC NONE | Investment management Service code 28 | 180 N. LASALLE STREET CHICAGO, IL 60601 | $12K |
| COMMERCE BANK NONE | Custodial (securities) Service code 19 | 6863 CLAYTON RD ST. LOUIS, MO 63117 | $10K |
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 | 1,801 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 801 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,602 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 1,075 | $2.6M |
| Dental | DELTA DENTAL | 5,837 | $2.0M |
| Vision | VISION SERVICE PLAN | 2,750 | $0 |
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 2,686 | $1.0M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,035 | $812K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 2,686 | $204K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,837 | — |
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.