No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PREMIER HEALTHCARE NONE | Claims processing Service code 12 | 2601 NETWORK BLVD #500 FRISCO, TX 75034 | $546K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator Service code 13 | — | $480K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | — | $85K |
| AMERICAN HEALTH GROUP NONE | Claims processing Service code 12 | 2152 S VINEYARD AVE #103 MESA, AZ 85210 | $65K |
| UNION EAP NONE | Claims processing Service code 12 | 3003 BENEDICT CANYON DR BEVERLY HILLS, CA 90210 | $59K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment management Service code 28 | — | $53K |
| ALIGHT SOLUTIONS NONE | Claims processing Service code 12 | 320 S CANAL STREET STE 5000 CHICAGO, IL 60606 | $46K |
| KELLEY LAW GROUP NONE | Legal Service code 29 | 3800 N CENTRAL AVE STE 530 PHOENIX, AZ 85012 | $31K |
| WAM CONVERTS EIN 04-3154394 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Claims processing Service code 12 | — | $19K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $15K |
| SEGAL SELECT INSURANCE BROKERAGE EIN 13-1835864 NONE | Insurance services Service code 23 | — | $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 | 1,284 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 258 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,542 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 1,542 | $1.4M |
| Dental | BLUE CROSS BLUE SHIELD OF ILLINOIS | 1,542 | $623K |
| Vision | VISION SERVICE PLAN | 1,542 | $151K |
| Short-term disability | BLUE CROSS BLUE SHIELD OF ILLINOIS | 1,542 | $623K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,542 | $519K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,542 | — |
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.
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.