No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM EIN 59-1031071 NONE | Participant communication; Contract Administrator; Float revenue; Other services; Claims processing; Direct payment from the plan; Non-monetary compensation Service code 12 | 1101 NORTH BLACK CANYON HIGHWAY PHOENIX, AZ 85029 | $390K |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0576428 NONE | Contract Administrator Service code 13 | 2400 WEST DUNLAP AVENUE, SUITE 250 PHOENIX, AZ 85021 | $243K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | PO BOX 63610 PHOENIX, AZ 85082 | $85K |
| HEALTHCARE BLUE BOOK NONE | Other services Service code 49 | 5880 NOLENSVILLE PIKE #200 NASHVILLE, TN 37211 | $24K |
| WEINBERG, ROGER AND ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | 1001 MARINA VILLAGE PARKWAY SUITE 200 ALAMEDA, CA 94501 | $23K |
| CVS CAREMARK NONE | Insurance services Service code 23 | PO BOX 6590 LEES SUMMIT, MT 64064 | $23K |
| SEGAL SELECT INSURANCE EIN 13-1963496 NONE | Insurance brokerage commissions and fees Service code 53 | — | $16K |
| LETTERSTREAM EIN 20-0322180 NONE | Copying and duplicating Service code 36 | 1ST STREET SUITE 10 SCOTTSDALE, AZ 85260 | $13K |
| VISION SERVICE PLAN NONE | Insurance services Service code 23 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $11K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $8K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Custodial (securities) Service code 19 | 100 W WASHINGTON ST 22ND FLOOR PHOENIX, AZ 85003 | $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 | 1,375 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,375 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA DENTAL | 1,375 | $45K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,375 | $24K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPAMNY | 1,375 | $522K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,375 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,375 | — |
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.