Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 537 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 860 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 401 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,798 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 626 | $27K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 626 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 626 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | — | $470K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 23-2182079 SERVICES REL BENEFIT PLAN | Consulting (general) Service code 16 | — | $169K |
| MICHAEL EILERS EIN 72-0450650 NONE | Employee (plan) Service code 30 | — | $93K |
| JOSHUA MATHERNE EIN 72-0450650 SERVICES REL BENEFIT PLAN | Employee (plan) Service code 30 | — | $92K |
| ASMED HEALTH LLC EIN 27-4189010 NONE | Consulting (general) Service code 16 | — | $72K |
| FFC INVEST. ADV. OF RAYMOND JAMES EIN 59-1237041 NONE | Investment management Service code 28 | — | $66K |
| DEBRA BLACKWELL EIN 72-0450650 SERVICES REL BENEFIT PLAN | Employee (plan) Service code 30 | — | $53K |
| MICHELLE FREGIA EIN 72-0450650 SERVICES REL BENEFIT PLAN | Employee (plan) Service code 30 | — | $53K |
| WEAVER & TIDWELL, LLP EIN 75-0786316 SERVICES REL BENEFIT PLAN | Accounting (including auditing) Service code 10 | — | $53K |
| LISA FONTANA EIN 72-0450650 NONE | Employee (plan) Service code 30 | — | $48K |
| PEDELAHORE & CO. LLP EIN 72-0535866 SERV REL BEN PLAN & UNION | Accounting (including auditing) Service code 10 | — | $30K |
| ROBEIN, URANN, SPENCER ET AL EIN 72-0999672 SERVICES REL PLAN & UNION | Legal Service code 29 | — | $25K |
| MEDCO HEALTH SOLUTIONS, INC. EIN 22-3461740 NONE | Claims processing; Contract Administrator Service code 12 | — | $20K |
| VALENZ CARE EIN 36-4869960 NONE | Consulting (general) Service code 16 | — | $19K |
| OSBORN CARREIRO & ASSOCIATES INC. EIN 71-0631123 SERVICES REL BENEFIT PLAN | Actuarial Service code 11 | — | $16K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025