No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO NONE OTHER THAN CONTRACT | Direct payment from the plan; Contract Administrator; Claims processing; Participant communication Service code 12 | 900 COTTAGE GROVE ROAD BLOOMFIELD, CT 06002 | $713K |
| SOUTHWEST SERVICE ADMINISTRATORS NONE OTHER THAN CONTRACT | Plan Administrator; Contract Administrator Service code 13 | 5223 S. ASCENSION STE 200 MURRAY, UT 84123 | $348K |
| KROGER NONE OTHER THAN CONTRACT | Claims processing Service code 12 | PO BOX 677551 DALLAS, TX 75267 | $140K |
| SPENCER FANE, LLP NONE OTHER THAN CONTRACT | Legal Service code 29 | 370 17TH STREET 4800 DENVER, CO 80202 | $110K |
| THE SEGAL COMPANY NONE OTHER THAN CONTRACT | Consulting (general) Service code 16 | 1501 W FOUNTAINHEAD PARKWAY SUITE 370 TEMPE, AZ 85282 | $87K |
| BLOMQUIST HALE CONSULTING EIN 87-0462684 NONE OTHER THAN CONTRACT | Insurance services Service code 23 | — | $67K |
| US BANK EIN 93-0826646 NONE OTHER THAN CONTRACT | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $35K |
| ALTA CAPITAL MANAGEMENT EIN 77-0650218 NONE OTHER THAN CONTRACT | Investment management; Soft dollars commissions Service code 28 | — | $27K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE OTHER THAN CONTRACT | Insurance brokerage commissions and fees Service code 53 | — | $27K |
| AGINCOURT CAPITAL NONE OTHER THAN CONTRACT | Investment management Service code 28 | 200 S 10TH ST STE 800 RICHMOND, VA 23219 | $26K |
| WELLS FARGO ADVISORS EIN 34-1542819 NONE OTHER THAN CONTRACT | Investment management Service code 28 | — | $19K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Accounting (including auditing) Service code 10 | — | $19K |
| PRESCRIPTION CARE MANAGEMENT NONE OTHER THAN CONTRACT | Claims processing Service code 12 | PO BOX 34446 RENO, NV 895334446 | $17K |
| LETTERSTREAM NONE | Copying and duplicating Service code 36 | 8551 E ANDERSON DR 108 SCOTTSDALE, AZ 85255 | $13K |
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 | 1,341 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 79 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,420 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,420 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,420 | — |
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.