No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $90K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 25-1696740 NONE | Contract Administrator Service code 13 | — | $78K |
| SEGAL EIN 13-1835864 NONE | Actuarial Service code 11 | — | $69K |
| CENTRAL DATA SERVICES, INC. EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $64K |
| BELFINT, LYONS & SHUMAN EIN 51-0232399 NONE | Accounting (including auditing) Service code 10 | — | $30K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal Service code 29 | — | $29K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management; Soft dollars commissions Service code 28 | — | $13K |
| YOUNG CONAWAY STARGATT & TAYLOR LLP EIN 51-0082644 NONE | Legal Service code 29 | — | $9K |
| PNC BANK EIN 51-0065390 NONE | Custodial (securities) Service code 19 | — | $9K |
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 | 219 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 99 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 318 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 240 | $346K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 240 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.