Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthHMO | HealthHMO | |
HealthHMO | HealthHMO | |
Vision | Vision | |
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 634 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 673 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,389 | $9.7M |
| Vision | VISION SERVICE PLAN | 682 | $121K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 648 | $30K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 648 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,389 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $213K |
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $179K |
| KENNEDY LAW FIRM EIN 82-4975249 NONE | Legal Service code 29 | — | $119K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $40K |
| BOYD WATTERSON ASSET MGMT, LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $35K |
| ALSWEET ASSOCIATES EIN 33-2548179 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| ICMS INSURANCE SERVICES EIN 83-1204744 NONE | Consulting (general) Service code 16 | — | $33K |
| AMERITAS LIFE INSURANCE CORP. EIN 47-0098400 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $32K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| MELISSA W COOK & ASSOCIATES EIN 95-3245809 NONE | Legal Service code 29 | — | $24K |
| U.S. BANK NA EIN 31-0841368 NONE | Investment management; Other investment fees and expenses; Custodial (securities); Float revenue; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Soft dollars commissions Service code 19 | — | $22K |
| VERIFI 1, INC. EIN 47-4497552 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $12K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Consulting (general); Investment advisory (plan) Service code 16 | — | $10K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025