No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 NONE | Contract Administrator; Other fees; Claims processing; Direct payment from the plan; Float revenue Service code 12 | — | $3.0M |
| UMR, INC. EIN 39-1995276 NONE | Claims processing; Direct payment from the plan; Other services; Contract Administrator; Non-monetary compensation; Other fees Service code 12 | — | $371K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $131K |
| REHN & ASSOCIATES EIN 91-1009626 NONE | Copying and duplicating; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $123K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $96K |
| SHEET METAL WORKERS LOCAL NO. 9 EIN 84-0318035 RELATED UNION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Copying and duplicating; Participant communication Service code 13 | — | $74K |
| DELTA DENTAL OF COLORADO EIN 83-4416613 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $39K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Direct payment from the plan; Other services Service code 49 | — | $33K |
| TRANSCARENT EIN 84-3296541 NONE | Contract Administrator; Claims processing; Other services Service code 12 | — | $20K |
| PACIFIC HEALTH COALITION EIN 94-3283661 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $9K |
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 | 996 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,023 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 1,029 | $37K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION | 1,024 | $872K |
| Other(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 1,029 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,029 | — |
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.
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.