No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LINE INSURANCE COM EIN 59-1031071 NONE | Direct payment from the plan; Participant communication; Other services; Non-monetary compensation; Claims processing; Float revenue; Contract Administrator Service code 12 | 1101 NORTH BLACK CANYON HIGHWAY PHOENIX, AZ 85029 | $367K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0576428 NONE | Contract Administrator Service code 13 | PO BOX 43110 PHOENIX, AZ 850803110 | $223K |
| PATIENT CARE PARTNERSHIP EIN 86-1005647 NONE | Other services Service code 49 | PO BOX 43110 PHOENIX, AZ 850803110 | $114K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | PO BOX 63610 PHOENIX, AZ 85082 | $77K |
| CVS CAREMARK NONE | Insurance services Service code 23 | PO BOX 6590 LEES SUMMIT, MO 640646590 | $39K |
| HEALTHCARE BLUE BOOK NONE | Other services Service code 49 | 5880 NOLENSVILLE PIKE, SUITE 200 NASHVILLE, TN 37211 | $23K |
| WEINBERG, ROGER, ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | 1001 MARINA VILLAGE PARKWAY SUITE 200 ALAMEDA, CA 94501 | $19K |
| LETTERSTREAM INC NONE | Other fees Service code 99 | 8551 E ANDERSON DR #108 SCOTTSDALE, AZ 85255 | $18K |
| BALDWIN AND BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $10K |
| VISION SERVICE PLAN NONE | Insurance services Service code 23 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $9K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Custodial (securities) Service code 19 | 100 W WASHINGTON 22ND FLOOR MACS4101-228 PHOENIX, AZ 86003 | $9K |
| J & R GRAPHICS & PRINTING INC NONE | Other fees Service code 99 | 638 W INDIAN SCHOOL RD PHOENIX, AZ 85013 | $8K |
| CIGNA HEALTH AND LIFE INSURANCE COM | Participant communication; Direct payment from the plan; Non-monetary compensation; Claims processing; Contract Administrator; Other services; Float revenue Service code 12 | — | $0 |
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 | 1,360 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,360 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,371 | $24K |
| Stop-loss / reinsurancereinsurance | QBE INSURANCE | 1,360 | $818K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,371 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,371 | — |
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.