No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE AND PENSION ADMIN SERVICES EIN 91-1363171 NONE | Claims processing; Plan Administrator; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $423K |
| AETNA INC. NONE | Claims processing; Direct payment from the plan; Other services Service code 12 | AETNA-MIDDLETOWN BJF P O BOX 70944 CHICAGO, IL 606730944 | $288K |
| LABOR TRUST SERVICES, INC. NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | 375 W 36TH AVE #200 ANCHORAGE, AK 99503 | $198K |
| SWH 2015 HOLDINGS, LLC NONE | Direct payment from the plan; Other services Service code 49 | 105 DECKER CT STE 475 IRVING, TX 75062 | $83K |
| RAEL AND LETSON EIN 94-1701048 NONE | Actuarial; Insurance agents and brokers; Consulting (general); Direct payment from the plan Service code 11 | — | $79K |
| HEALTH CARE COST MANAGEMENT CORP NONE | Other services; Direct payment from the plan Service code 49 | 3000 A STREET, SUITE 300 ANCHORAGE, AK 99503 | $51K |
| JERMAIN, DUNNAGAN, & OWEN EIN 92-0116216 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| BRIDGEHEALTH MEDICAL INC. EIN 26-0804648 NONE | Other services; Direct payment from the plan Service code 49 | — | $29K |
| ANASTASI, MOORE, & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| HEALTHENTIC NONE | Direct payment from the plan; Other services Service code 49 | 400 FAIRVIEW AVE N SUITE 800 SEATTLE, WA 981095371 | $18K |
| CHANGE HEALTHCARE NONE | Direct payment from the plan; Other services Service code 49 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $17K |
| MARSH & MCLENNAN AGENCY NONE | Insurance services; Direct payment from the plan Service code 23 | 1166 6TH AVE NEW YORK, NY 10036 | $12K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment management; Direct payment from the plan Service code 28 | — | $6K |
| BANK OF AMERICA MERRILL LYNCH EIN 94-1687665 NONE | Investment management; Custodial (securities); Custodial (other than securities); Direct payment from the plan Service code 18 | — | $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 | 1,867 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 253 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 998 | $86K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 901 | $20K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,327 | $1.1M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 901 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,327 | — |
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.
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.