No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC NONE | Actuarial; Plan Administrator; Consulting (general) Service code 11 | 2001 CALDWELL DRIVE GOODLETTSVILLE, TN 370701449 | $107K |
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Participant communication; Named fiduciary; Non-monetary compensation; Direct payment from the plan; Float revenue; Other services; Claims processing; Contract Administrator Service code 12 | 300 E RANDOLPH ST CHICAGO, IL 60601 | $76K |
| KNIGHT MASDEN APMC EIN 72-1135207 NONE | Accounting (including auditing) Service code 10 | 5615-J JACKSON STREET ALEXANDRIA, LA 71303 | $16K |
| ROBEIN URANN SPENCER PICARD CANGEMI NONE | Legal Service code 29 | 2540 SEVERN AVE, STE 400 504-885-9994 METAIRIE, LA 70002 | $12K |
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 | 200 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 238 | $37K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE | 238 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.