No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS PPO ACCESS EIN 36-1236610 NONE | Consulting (general) Service code 16 | 300 RANDOLPH ST CHICAGO, IL 60601 | $825K |
| PLU 68 PENSION PLAN EIN 51-6127760 AFFILIATE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | P O BOX 8726 HOUSTON, TX 77249 | $527K |
| SPECTRUM REVIEW SERVICES NONE | Consulting (general) Service code 16 | 1824 SAWDUST ROAD BUILDING 2 SPRING, TX 77380 | $96K |
| SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | 10740 N GESSNER DR HOUSTON, TX 77064 | $53K |
| HEALTHLINX LLC NONE | Consulting (general) Service code 16 | 12481 SOUTH FORT STREET SUITE 200 DRAPER, UT 84020 | $44K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment advisory (plan) Service code 27 | FIVE HOUSTON CENER 1401 MCKINNEY SUITE 1600 HOUSTON, TX 77010 | $28K |
| MORGAN STANLEY NONE | Investment advisory (plan) Service code 27 | — | $26K |
| MCDONNELL INVESTMENTS EIN 36-4445613 NONE | Investment advisory (plan) Service code 27 | 1515 W 22ND ST SUITE 1100 OAKBROOK, IL 60523 | $13K |
| ISSI EIN 23-2182079 NONE | Consulting (general) Service code 16 | TWO EXECUTIVE CAMPUS SUITE 400 CHERRY HILL, NJ 08002 | $12K |
| GREEN & MCELREATH EIN 74-1500886 NONE | Accounting (including auditing) Service code 10 | 600 TRAVIS SUITE 6150 HOUSTON, TX 77002 | $8K |
| GREAT LAKES MANAGEMENT EIN 80-0292839 NONE | Investment advisory (plan) Service code 27 | 5000 GLENWOOD AVE SUITE 150 GOLDEN VALLEY, MN 554225146 | $8K |
| OPTUMRX NONE | Consulting (general) Service code 16 | PO BOX 27275 NEW YORK, NY 10087 | $7K |
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 | 1,993 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,993 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 0 | $58K |
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 0 | $822K |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 0 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.