| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC Filed as: STEALTH PARTNER GROIP | 18700 N. HAYDEN ROAD SUITE 405 SCOTTSDALE, AZ 85255 | THE UNION LABOR LIFE INSURANCE COMPANY | $39K | — | $39K | 2.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMIN | Direct payment from the plan; Contract Administrator Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06156 | $655K |
| NAVITUS PBM | Direct payment from the plan; Insurance services Service code 23 | 2601 WEST BELTLINE HIGHWAY SUITE 600 MADISON, WI 53713 | $150K |
| BENEFIT RESOURCES, INC. EIN 76-0560942 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | 8441 GULF FREEWAY SUITE 304 HOUSTON, TX 77017 | $150K |
| THE SEGAL COMPANY EIN 94-1503999 CONSULTANT | Direct payment from the plan; Actuarial Service code 11 | 5057 KELLER SPRINGS RD SUITE 110 ADDISON, TX 75001 | $81K |
| HEALTHLINX RX-CONSULTING | Direct payment from the plan; Consulting (general) Service code 16 | 12481 SOUTH FORT ST SUITE 100 DRAPER, UT 84020 | $60K |
| SOUTHEAST CHAPTER OF NECA EIN 74-1003971 RECORD KEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2825 WILCREST SUITE 303 HOUSTON, TX 77042 | $30K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | PO BOX 860 BAYTOWN, TX 77521 | $23K |
| PATRICK FLYNN EIN 76-0440964 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 1225 N LOOP HOUSTON, TX 77008 | $17K |
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 | 1,735 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 13 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,776 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,735 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,735 | — |
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.