No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE EIN 59-1031071 NONE | Other services; Float revenue; Contract Administrator; Non-monetary compensation; Claims processing; Participant communication; Direct payment from the plan Service code 12 | — | $258K |
| SOUTHWEST SERVICE ADMIN EIN 86-0576428 NONE | Contract Administrator Service code 13 | — | $154K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $111K |
| SEGAL SELECT INSURANCE BROKERAGE EIN 44-0619194 NONE | Insurance services Service code 23 | — | $22K |
| WEINBERG ROGER & ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | — | $19K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| LETTERSTREAM EIN 20-0322180 NONE | Copying and duplicating Service code 36 | — | $8K |
| VISION SERVICE PLAN EIN 91-6056925 NONE | Insurance services Service code 23 | — | $7K |
| BOK FINANCIAL EIN 73-0780382 NONE | Legal Service code 29 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA DENTAL | 768 | $28K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 768 | $410K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 768 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 768 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.