No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator Service code 13 | 2001 WEST CAMELBACK RD SUITE B-350 PHOENIX, AZ 85015 | $590K |
| BLUE CROSS BLUE SHIELD EIN 86-0004538 NONE | Insurance services Service code 23 | 8220 N 23RD AVE PHOENIX, AZ 85021 | $157K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | P.O. BOX 63610 PHOENIX, AZ 85082 | $70K |
| VERSUS EIN 91-1320111 NONE | Investment advisory (plan) Service code 27 | 2321 ROSENCRANS AVENUE EL SEGUNDO, CA 90245 | $21K |
| WELLS FARGO BANK EIN 86-0002768 NONE | Custodial (securities) Service code 19 | 100 WEST WASHINGTON 22ND FLOOR MACS4101-28 PHOENIX, AZ 85003 | $17K |
| BALDWIN & BALDWIN PLLC EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | 701 NORTH 44TH STREET PHOENIX, AZ 85008 | $16K |
| WARD KEENAN & BARRETT EIN 86-0274260 NONE | Legal Service code 29 | 3838 NORTH CENTRAL 1720 PHOENIX, AZ 85012 | $14K |
| JENNINGS, STROUSS & SALMON, PLC EIN 86-0108229 NONE | Legal Service code 29 | ONE EAST WASHINGTON STREET SUITE 1900 PHOENIX, AZ 85004 | $14K |
| INTERNATIONAL PRINTING COMPANY NONE | Copying and duplicating Service code 36 | 2241 SOUTH 7TH STREET PHOENIX, AZ 85034 | $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 | 819 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 71 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 890 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED DENTAL CARE OF ARIZONA | 93 | $26K |
| Vision | VISION SERVICE PLAN | 92 | $9K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 839 | $45K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 890 | $261K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 839 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 890 | — |
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."
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.