No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.6M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $772K |
| DISA GLOBAL SOLUTIONS, INC. NONE | Direct payment from the plan; Other services Service code 49 | 10900 CORPORATE CENTRE DR #250 HOUSTON, TX 77041 | $231K |
| THE YOUNGDAHL LAW FIRM NONE | Legal; Direct payment from the plan Service code 29 | 4203 MONTROSE BLVD #208 HOUSTON, TX 77006 | $121K |
| NEEDLES & ASSOCIATES EIN 51-0435869 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $109K |
| DELTA DENTAL INSURANCE CO EIN 94-2761537 NONE | Plan Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $95K |
| SPECTRUM REVIEW SERVICES EIN 76-0318849 NONE | Other fees; Direct payment from the plan Service code 50 | — | $92K |
| US BANK EIN 31-0841368 NONE | Investment management; Direct payment from the plan Service code 28 | — | $65K |
| SEGAL CONSULTING NONE | Consulting (pension); Direct payment from the plan Service code 17 | 5057 KELLER SPRINGS RD., STE 110 ADDISON, TX 75001 | $63K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $39K |
| SEGAL SELECT INSURANCE EIN 46-0619491 NONE | Other fees; Direct payment from the plan Service code 50 | — | $20K |
| INVESTMENT CONSULTING SERVICES, LLC EIN 32-0016703 NONE | Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $19K |
| GULF COAST BANK & TRUST COMPANY EIN 72-1167423 NONE | Direct payment from the plan; Investment management Service code 28 | — | $17K |
| MONARCH PRINTING COMPANY, INC EIN 74-0791621 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| IDEMIA NONE | Direct payment from the plan; Other fees Service code 50 | 11951 FREEDOM DRIVE SUITE 1800 RESTON, VA 20190 | $16K |
| CONNER & WINTERS LLP EIN 73-1388566 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| SNYDER PRINTING, LLC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 3521 S. MOULTON DRIVE OKLAHOMA CITY, OK 73179 | $8K |
| THE WAGNER LAW GROUP, P.C. EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 2,626 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 48 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 49 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,723 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,060 | $99K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,900 | $1.3M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 3,060 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,060 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.