No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $853K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $448K |
| SPECTRUM REVIEW SERVICES EIN 76-0318849 NONE | Direct payment from the plan; Other fees Service code 50 | — | $249K |
| DISA GLOBAL SOLUTIONS, INC. NONE | Other services; Direct payment from the plan Service code 49 | 10900 CORPORATE CENTRE DR #250 HOUSTON, TX 77041 | $220K |
| CONNER & WINTERS LLP EIN 73-1388566 NONE | Legal; Direct payment from the plan Service code 29 | — | $95K |
| DELTA DENTAL INSURANCE CO EIN 94-2761537 NONE | Plan Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $72K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $63K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $57K |
| OSBORN, CARRIERO & ASSOCIATES EIN 71-0631123 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $37K |
| HARPER & PEARSON COMPANY, P.C. EIN 74-1695589 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| NEEDLES & ASSOCIATES, LLC EIN 51-0435869 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| FIRST FIDELITY BANK EIN 73-1100200 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| MONARCH PRINTING COMPANY, INC EIN 74-0791621 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $7K |
| SNYDER PRINTING, LLC NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 3521 S. MOULTON DR. OKLAHOMA CITY, OK 73179 | $6K |
| THE WAGNER LAW GROUP, P.C. EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
| SEGAL CONSULTING NONE | Consulting (pension); Direct payment from the plan Service code 17 | 5057 KELLER SPRINGS RD., STE 110 ADDISON, TX 75001 | $5K |
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 | 1,883 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 48 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,931 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 741 | $24K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,932 | $882K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 741 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,932 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.