No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHWEST SERVICES ADMINISTRATORS EIN 86-0785790 NONE | Contract Administrator Service code 13 | 2400 DUNLAP AVE. STE. 250 PHOENIX, AZ 85021 | $124K |
| CIGNA HEALTH AND LIFE INSURANCE EIN 59-1031071 NONE | Contract Administrator; Direct payment from the plan; Other services; Participant communication; Non-monetary compensation; Claims processing; Named fiduciary; Float revenue Service code 12 | 400 N. BRAND BLVD. STE. 300 GLENDALE, CA 91203 | $106K |
| WALKER & VAN HEIJENOORT PC EIN 85-0369189 NONE | Legal Service code 29 | 4263 MONTGOMERY NE STE. 230 ALBUQUERQUE, NM 87109 | $75K |
| RAEL & LETSON EIN 94-1707048 NONE | Actuarial; Consulting (pension) Service code 11 | 5910 S. UNIVERSITY BLVD. C-18 STE. 431 GREENWOOD VILLAGE, CO 80121 | $53K |
| PATIENTS CARE PARTNERSHIP EIN 86-1005647 NONE | Insurance agents and brokers; Insurance services Service code 22 | 3031 W. NORTHER AVE. STE. 111 PHOENIX, AZ 85051 | $38K |
| NATIXIS GLOBAL ASSET MANAGEMENT EIN 04-3274056 NONE | Investment management Service code 28 | 399 BOYLSTON ST. BOSTON, MA 02116 | $33K |
| ULRICH CONSULTING GROUP EIN 45-3972125 NONE | Investment advisory (plan); Investment advisory (participants) Service code 26 | 1805 RIO GRANDE BLVD. NW ALBUQUERQUE, NM 87104 | $24K |
| NEW MEXICO DEPARTMENT OF HEALTH NONE | Other services Service code 49 | 11910 SOUTH FRANCIS DRIVE SANTA FE, NM 87505 | $20K |
| UNITED CONCORDIA EIN 86-0307623 NONE | Insurance services; Insurance agents and brokers Service code 22 | 4775 INDIAN SCHOOL RD. 310 ALBUQUERQUE, NM 87110 | $18K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 NONE | Insurance agents and brokers; Insurance services Service code 22 | 2181 E. AURORA RD STE. 201 TWINSBURG, OH 44087 | $14K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 N. 44TH ST. PHOENIX, AZ 85008 | $11K |
| BARNEY & BARNEY NONE | Insurance agents and brokers Service code 22 | 9171 TOWNE CENTRE DRIVE SUITE 500 SAN DIEGO, CA 92122 | $10K |
| NEEDLES & ASSOCIATES LLC NONE | Accounting (including auditing) Service code 10 | 350 INTERLOCKEN BLVD STE. 360 BROOMFIELD, CO 80021 | $9K |
| BANK OF ALBUQUERQUE EIN 73-1373454 NONE | Custodial (securities) Service code 19 | 201 3RD ST. NW STE. 1400 ALBUQUERQUE, NM 87102 | $8K |
| WORKERS ASSISTANCE PROGRAM EIN 74-1837991 NONE | Other services Service code 49 | 2525 WALLINGWOOD BUILDING 5 AUSTIN, TX 78746 | $6K |
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 | 327 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 327 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 327 | $11K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 327 | $255K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 327 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 327 | — |
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.