No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTH CARE SERVCIES INC EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $1.6M |
| BENEFIT RESOURCES EIN 76-0223606 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | 8441 GULF FREEWAY SUITE 304 HOUSTON, TX 77017 | $267K |
| HARPER & PEARSON COMPANY, PC EIN 74-1695589 ACCOUNTANT | Accounting (including auditing) Service code 10 | ONE RIVERWAY SUITE 1900 HOUSTON, TX 77056 | $167K |
| RANDY BEAL EIN 74-6063911 COORDINATOR | Contract Administrator Service code 13 | 1301 WEST 13TH DEER PARK, TX 77563 | $156K |
| OPPENHEIMER & CO, INC EIN 13-5657518 CONSULTANT | Investment advisory (plan) Service code 27 | 1400 WOODLOCH FOREST SUITE 250 THE WOODLANDS, TX 77380 | $127K |
| SEGAL COMPANY EIN 94-1503999 CONSULTANT | Consulting (pension) Service code 17 | 901 MOPAC EXPRESSWAY AUSTIN, TX 78746 | $115K |
| BAKER & BOTTS EIN 74-1195457 ATTORNEY | Legal Service code 29 | 2001 ROSS AVENUE SUITE 900 DALLAS, TX 75201 | $112K |
| LETICIA BENAVIDES EIN 74-6063911 SECRETARY | Contract Administrator Service code 13 | 1301 WEST 13TH DEER PARK, TX 77563 | $61K |
| STEALTH PARTNERS GROUP LLC BROKER | Other commissions Service code 55 | 18700 N HAYDEN ROAD SCOTTSDALE, AZ 85255 | $20K |
| PATRICK FLYNN EIN 76-0385614 ATTORNEY | Legal Service code 29 | 1225 N LOOP WEST SUITE 1000 HOUSTON, TX 77008 | $15K |
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 | 2,255 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,255 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 0 | $0 |
| Vision | VISION SERVICE PLAN | 0 | $0 |
| Life insurance | UNION LABOR LIFE INSURANCE CO. | 2,255 | $224K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE INSURANCE COMPANY | 4,801 | $1.2M |
| Other | UNION LABOR LIFE INSURANCE CO. | 2,255 | $224K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,801 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.