No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 58-0469845 NONE | Claims processing; Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $13.7M |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing; Contract Administrator Service code 12 | — | $6.3M |
| NATIONAL ELECTRICAL BENEFIT FUND EIN 53-0181657 AFFILIATED BENEFIT FUND | Contract Administrator Service code 13 | — | $3.7M |
| ADMINISTRATIVE STAFF EIN 75-3198514 EMPLOYEES | Non-monetary compensation; Employee (plan) Service code 30 | — | $3.2M |
| ZELIS CLAIMS INTEGRITY, INC. EIN 86-1040704 NONE | Claims processing Service code 12 | — | $2.2M |
| XPERIS IT COMPANY EIN 47-1728257 NONE | Consulting (general); Other services Service code 16 | — | $1.4M |
| METROPOLITAN LIFE INSURANCE CO EIN 13-5581829 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.2M |
| SWORD HEALTH TECHOLOGIES NONE | Contract Administrator; Claims processing Service code 12 | 13937 SPRAGUE LANE, SUITE 100 DRAPER, UT 84020 | $733K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $712K |
| TELADOC HEALTH INC EIN 04-3705970 NONE | Consulting (general) Service code 16 | — | $485K |
| POTTS-DUPRE, HAWKINS & KRAMER CHTD. EIN 52-1660807 NONE | Legal Service code 29 | — | $424K |
| KELLY PRESS EIN 52-0975591 NONE | Copying and duplicating Service code 36 | — | $388K |
| VISION SERVICE PLAN EIN 36-3560825 NONE | Contract Administrator; Claims processing Service code 12 | — | $387K |
| ROBERT W. BAIRD & CO. INCORPORATED EIN 39-6037917 NONE | Investment management Service code 28 | — | $352K |
| WEX HEALTH INC EIN 06-1593514 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $329K |
| ASB CAPITAL MANAGEMENT, LLC EIN 52-0965622 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $265K |
| VOYA INVESTMENT TRUST COMPANY EIN 06-1440627 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $201K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $196K |
| MILLER, KAPLAN,LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $177K |
| FOSTER & FOSTER ACTUARIES EIN 59-1921114 NONE | Actuarial Service code 11 | — | $176K |
| CHARTWELL INVESTMENT PARTNERS LLC EIN 36-4776242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $120K |
| TALKSPACE NETWORK, LLC EIN 82-5274788 NONE | Other services Service code 49 | — | $119K |
| MAGELLAN HEALTH EIN 52-2135463 NONE | Claims processing Service code 12 | — | $118K |
| SPOTLIGHT TALENT SOURCING LLC EIN 85-1689772 NONE | Other services Service code 49 | — | $99K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $81K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $80K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Account maintenance fees; Float revenue; Custodial (securities) Service code 19 | — | $62K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing) Service code 10 | — | $53K |
| FORD HARRISON LLP EIN 58-1314995 NONE | Legal Service code 29 | — | $46K |
| IRON MOUNTAIN OFF-SITE DATA PROTECT EIN 23-2588479 NONE | Recordkeeping fees Service code 64 | — | $42K |
| UNION INSURANCE GROUP NONE | Insurance services; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 303 W. ERIE ST., SUITE 310 CHICAGO, IL 60654 | $37K |
| BAZA SERVICES LLC EIN 27-4748093 NONE | Other services Service code 49 | — | $33K |
| GREEN KEY TEMP EIN 26-1278726 NONE | Other services Service code 49 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $22K |
| CENTERS FOR MEDICARE & MEDICAID SER EIN 54-1194322 NONE | Claims processing Service code 12 | — | $20K |
| FONTANA LITHOGRAPH,INC DBA MOSAIC EIN 52-0821478 NONE | Copying and duplicating Service code 36 | — | $19K |
| SOVOS COMPLIANCE, LLC EIN 46-1379693 NONE | Copying and duplicating Service code 36 | — | $18K |
| ADP, INC EIN 13-3036745 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $16K |
| WITHUM, SMITH & BROWN, PC EIN 22-2027092 NONE | Legal Service code 29 | — | $15K |
| RICHARD J. WOLF AND CO. INC NONE | Employee (plan) Service code 30 | 10120 E TANGLEWOOD CIR PALOS PARK, IL 604642612 | $6K |
| BHS NONE | Other services Service code 49 | 6225 SMITH AVENUE BALTIMORE, MD 21209 | $6K |
| ALLEN BATES TECHNOLOGIES INC EIN 32-0102319 NONE | Consulting (general) Service code 16 | — | $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 | 37,969 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,794 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 41,763 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE CO., INC | 2,387 | $3.7M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 27,355 | $2.4M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 25,750 | $245K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,355 | — |
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."
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.