No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1266610 NONE | Claims processing Service code 12 | — | $611K |
| BENEFIT RESOURCES, INC. TPA | Other services; Claims processing Service code 12 | 8441 GULF FREEWAY, SUITE 304 HOUSTON, TX 77017 | $171K |
| IMA INC EIN 20-2557329 ACTUARY | Consulting fees Service code 70 | — | $80K |
| DELTA DENTAL EIN 23-7322578 NONE | Claims processing Service code 12 | — | $74K |
| PLUMBERS AND PIPEFITTERS LOCAL 344 EMPLOYEE | Employee (plan sponsor) Service code 35 | 4337 SW 44TH STREET OKLAHOMA CITY, OK 73119 | $70K |
| MCAFEE & TAFT EIN 73-0781676 ATTORNEY | Legal Service code 29 | — | $65K |
| BRYAN, LITTLE, HALEY & KENT PC EIN 73-0941849 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| LUTON & CO EIN 73-1331618 BOOKKEEPERS | Accounting (including auditing) Service code 10 | — | $21K |
| BRIDGEWAY BENEFIT TECHNOLOGIES NONE | Other services Service code 49 | 3700 KOPPERS STREET, SUITE 400 BALTIMORE, MD 21227 | $15K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 INVESTMENT CONSULTING | Direct payment from the plan; Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $14K |
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 | 971 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 184 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 2,715 | $9.6M |
| Dental | DELTA DENTAL | 1,162 | $1.1M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 968 | $37K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 996 | $602K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 968 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,715 | — |
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.