No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Other services Service code 49 | 300 E RANDOLPH CHICAGO, IL 60601 | $720K |
| IEC GROUP INC EIN 82-0497661 NONE | Contract Administrator Service code 13 | PO BOX 860007 PLANO, TX 75086 | $403K |
| HEALTHSMART NONE | Other services Service code 49 | 222 W LAS COLINAS BLVD, SUITE 600N IRVING, TX 75039 | $80K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Investment advisory (plan) Service code 27 | 200 CRESCENT COURT SUITE 900 DALLAS, TX 75201 | $61K |
| CONNER & WINTERS, LLP EIN 73-1388566 NONE | Legal Service code 29 | 1001 MCKINNEY STREET SUITE 550 HOUSTON, TX 77002 | $39K |
| ERISA ADMINISTRATORS INC EIN 75-2915587 NONE | Contract Administrator Service code 13 | PO BOX 860007 PLANO, TX 75086 | $38K |
| OSBORN, CARREIRO & ASSOCIATES, INC. EIN 44-0642126 NONE | Consulting (general); Actuarial Service code 11 | 124 WEST CAPITOL AVE, SUITE 1600 LITTLR ROCK, AR 72201 | $26K |
| GEARY E. ALLEN, PC EIN 75-2566955 NONE | Accounting (including auditing) Service code 10 | 15770 N. DALLAS PARKWAY, SUITE 1275 DALLAS, TX 75248 | $16K |
| HARPER & PEARSON COMPANY INC EIN 74-1695589 NONE | Accounting (including auditing) Service code 10 | ONE RIVERWAY SUITE 1000 HOUSTON, TX 77056 | $11K |
| REILLY ECHOLS PRINTING INC EIN 75-1412558 NONE | Other services Service code 49 | 1710 S HARWOOD ST DALLAS, TX 75215 | $8K |
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 | 1,525 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,525 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,525 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.