No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PLU 68 PENSION FUND EIN 51-6127760 | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 468 LINK ROAD HOUSTON, TX 77009 | $551K |
| BLUECROSS BLUESHIELD PPO ACCESS EIN 36-1236610 | Claims processing Service code 12 | 300 RANDOLPH STRTTE CHICAGO, IL 60601 | $255K |
| SEGAL EIN 94-1503999 | Actuarial Service code 11 | 5057 KELLER SPRINGS ROAD ADDISON, TX 75001 | $72K |
| HEALTHLINX LLC | Claims processing Service code 12 | 12481 SOUTH FORT STREET SUITE 200 DRAPER, UT 84020 | $50K |
| MORGAN STANLEY | Investment advisory (plan) Service code 27 | 1300 POST OAK BLVD SUITE 900 HOUSTON, TX 77056 | $41K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 | Investment advisory (plan) Service code 27 | 1401 MCKINNEY SUITE 1600 HOUSTON, TX 77010 | $25K |
| GREEN & MCELREATH EIN 74-1500886 | Accounting (including auditing) Service code 10 | 20405 SH 249 SUITE 150 HOUSTON, TX 77070 | $25K |
| NEEDLES & ASSOCIATES | Accounting (including auditing) Service code 10 | 350 INTERLOCKEN BLVD BROOMFIELD, CO 80021 | $20K |
| OPTUMRX | Claims processing Service code 12 | PO BOX 27275 NEW YORK, NY 10087 | $17K |
| ISSI EIN 23-2182079 | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | TWO EXECUTIVE CAMPUS SUITE 400 CHERRY HILL, NJ 08002 | $6K |
| SPECTRUM REVIEW SERVICE | Claims processing Service code 12 | 1824 SAWDUST ROAD SUITE 2 SPRING, TX 77380 | $5K |
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 | 1,316 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,316 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 1,316 | $1.2M |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 1,316 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,316 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.