Employer

National Elevator Industry Health Benefit Plan Board Of Trustees

19 Campus Blvd, Suite 200, Newtown Square, PA 19073 · EIN 23-2790911 · Jan 1, 2024 to Dec 31, 2024

Plan year 2024

View

Schedule A

Direct compensation

Coverage contracts on the filing. If the carrier did not provide Schedule A, the row is listed with that note.

Visible subtotal $22,363

Coverage	Carrier	Broker	Lives	Direct comp
Life	The Union Labor Life Insurance Company	—	3352	Comp not disclosed Premium $1,570,937
Life	Amalgamated Life Insurance Company	—	26745	Comp not disclosed Premium $635,307
Paid Family Leave	The Union Labor Life Insurance Company	The Segal Company	2426	$22,363 2.5% of $892,535

Schedule C

Additional compensation

Plan-paid amounts to each named party on the filing, with the role they reported. This is not a carrier commission and is not added to Schedule A.

Visible subtotal $57,408,445

Party	Type	Amount	$ / Enrolled / Year
Hcsc	None	$14,669,596	$378.80
Express Scripts (Medco)	None	$7,043,062	$181.86
Kingsman Holdings Inc DBA Kepro	None	$4,820,986	$124.49
Lyra Health, Inc.	None	$3,410,083	$88.05
Employee Health Insurance Mgmt Inc	None	$3,400,523	$87.81
Virta Medical	None	$2,388,793	$61.68
Red Card Systems LLC	None	$1,906,097	$49.22
Janus Henderson Investors	None	$1,227,758	$31.70
Newmark Knight Frank	None	$933,167	$24.10
Lsv Asset Management	None	$819,396	$21.16
Basys Inc	None	$691,552	$17.86
Loomis Sayles & Co	None	$512,801	$13.24
Aberdeen Asset Management	None	$510,542	$13.18
Jpm Global Emerging Market	None	$508,292	$13.13
Segal Company	None	$484,402	$12.51
Daniel A. Winters & Co	None	$469,976	$12.14
Lord Abbett & Company LLC	None	$447,058	$11.54
Zelis Claims Integrity Inc	None	$410,500	$10.60
Mept Edgemore	None	$372,306	$9.61
Invesco Ibra	None	$353,865	$9.14
Pacific Investment Management Co	None	$334,521	$8.64
Medical Review Inst Of America	None	$308,521	$7.97
O'Donoghue & O'Donoghue	None	$299,467	$7.73
Brookfield Us Inc.	None	$274,449	$7.09
Optum Health Care Solutions	None	$258,631	$6.68
Segal Marco Advisors	None	$246,136	$6.36
Elavon Merchant Services	None	$231,695	$5.98
Guardian Life Insurance	None	$228,878	$5.91
Aew Capital Management	None	$226,078	$5.84
Standard Register	None	$222,700	$5.75
Employee A	Employee	$217,714	$5.62
Tierpoint LLC	None	$209,819	$5.42
First American Administrators Inc	None	$203,898	$5.27
Mellon Capital Management	None	$191,526	$4.95
Mackay Shields LLC	None	$185,828	$4.80
Smart Data Solutions Inc	None	$185,197	$4.78
Employee B	Employee	$183,885	$4.75
Verizon Business Network Svcs	None	$177,388	$4.58
Cdw Direct LLC	None	$164,795	$4.26
Optiv Security Inc	None	$164,795	$4.26
Oracle America Inc	None	$145,941	$3.77
General Dynamics Information Tech	None	$145,578	$3.76
Employee C	Employee	$137,633	$3.55
The Bank Of New York Mellon	None	$135,350	$3.49
Hdms	None	$126,800	$3.27
Employee D	Employee	$123,200	$3.18
Parametric Portfolio	None	$120,352	$3.11
Employee E	Employee	$118,452	$3.06
Employee F	Employee	$113,974	$2.94
Employee G	Employee	$113,953	$2.94
Wells Fargo Bank Na	None	$112,195	$2.90
Employee H	Employee	$109,719	$2.83
Brandywine Global Investment Mgmt	None	$107,897	$2.79
Employee I	Employee	$94,468	$2.44
Employee J	Employee	$94,206	$2.43
Employee K	Employee	$91,888	$2.37
Employee L	Employee	$86,002	$2.22
Employee M	Employee	$85,793	$2.22
Colchester Global Investors Limited	None	$85,616	$2.21
Employee N	Employee	$84,909	$2.19
Employee O	Employee	$84,486	$2.18
Employee P	Employee	$83,186	$2.15
Allsup Inc	None	$80,325	$2.07
Employee Q	Employee	$78,807	$2.03
Employee R	Employee	$77,354	$2.00
Employee S	Employee	$76,745	$1.98
Employee T	Employee	$75,593	$1.95
Employee U	Employee	$75,427	$1.95
Premier Technology Solutions Inc	None	$74,450	$1.92
Employee V	Employee	$72,428	$1.87
Employee W	Employee	$72,355	$1.87
Employee X	Employee	$72,343	$1.87
Employee Y	Employee	$69,756	$1.80
Employee Z	Employee	$68,957	$1.78
Employee Aa	Employee	$68,535	$1.77
Employee Ab	Employee	$68,004	$1.76
Employee Ac	Employee	$66,339	$1.71
Employee Ad	Employee	$65,383	$1.69
Seyfarth Shaw LLP	None	$65,164	$1.68
Employee Ae	Employee	$64,048	$1.65
Employee Af	Employee	$63,878	$1.65
Employee Ag	Employee	$63,705	$1.64
Employee Ah	Employee	$63,483	$1.64
Employee Ai	Employee	$62,951	$1.63
Employee Aj	Employee	$62,950	$1.63
Employee Ak	Employee	$62,579	$1.62
Employee Al	Employee	$62,412	$1.61
Employee Am	Employee	$62,002	$1.60
Comcast Cable Communications	None	$62,001	$1.60
Employee An	Employee	$61,363	$1.58
Employee Ao	Employee	$60,818	$1.57
Ringcentral, Inc.	None	$58,788	$1.52
Employee Ap	Employee	$57,312	$1.48
Employee Aq	Employee	$56,057	$1.45
Employee Ar	Employee	$55,507	$1.43
Dearborn Life Insurance Company	None	$54,123	$1.40
Employee As	Employee	$54,122	$1.40
Employee At	Employee	$54,015	$1.39
Employee Au	Employee	$53,587	$1.38
Employee Av	Employee	$53,300	$1.38
Employee Aw	Employee	$52,875	$1.37
Employee Ax	Employee	$52,606	$1.36
Elire	None	$51,925	$1.34
Employee Ay	Employee	$51,319	$1.33
Employee Az	Employee	$51,280	$1.32
Income Research Management	None	$51,063	$1.32
Employee Ba	Employee	$49,901	$1.29
Employee Bb	Employee	$49,129	$1.27
Employee Bc	Employee	$49,056	$1.27
Employee Bd	Employee	$48,347	$1.25
Employee Be	Employee	$47,903	$1.24
Employee Bf	Employee	$47,158	$1.22
Employee Bg	Employee	$46,895	$1.21
Employee Bh	Employee	$46,555	$1.20
Employee Bi	Employee	$46,368	$1.20
Avaya Inc	None	$46,140	$1.19
Employee Bj	Employee	$45,924	$1.19
Employee Bk	Employee	$45,775	$1.18
Employee Bl	Employee	$43,029	$1.11
Employee Bm	Employee	$42,058	$1.09
Kelly Press	None	$41,518	$1.07
Employee Bn	Employee	$41,429	$1.07
Employee Bo	Employee	$41,204	$1.06
Employee Bp	Employee	$41,028	$1.06
Employee Bq	Employee	$40,425	$1.04
Employee Br	Employee	$40,133	$1.04
Employee Bs	Employee	$39,859	$1.03
Employee Bt	Employee	$39,460	$1.02
Employee Bu	Employee	$39,359	$1.02
Employee Bv	Employee	$39,208	$1.01
Employee Bw	Employee	$39,082	$1.01
Employee Bx	Employee	$38,928	$1.01
Employee By	Employee	$37,501	$0.97
Employee Bz	Employee	$36,836	$0.95
Employee Ca	Employee	$36,826	$0.95
Employee Cb	Employee	$36,531	$0.94
Employee Cc	Employee	$36,491	$0.94
Employee Cd	Employee	$36,289	$0.94
Gallagher Fiduciary Advisors, LLC	None	$36,129	$0.93
Employee Ce	Employee	$35,599	$0.92
Employee Cf	Employee	$35,090	$0.91
Employee Cg	Employee	$34,708	$0.90
Employee Ch	Employee	$34,683	$0.90
Audionet America	None	$34,230	$0.88
Employee Ci	Employee	$34,183	$0.88
Employee Cj	Employee	$34,180	$0.88
Employee Ck	Employee	$33,870	$0.87
Employee Cl	Employee	$33,792	$0.87
Employee Cm	Employee	$33,154	$0.86
Employee Cn	Employee	$32,734	$0.85
Employee Co	Employee	$31,161	$0.80
Employee Cp	Employee	$30,586	$0.79
Employee Cq	Employee	$30,376	$0.78
Employee Cr	Employee	$28,866	$0.75
Employee Cs	Employee	$28,610	$0.74
Employee Ct	Employee	$27,899	$0.72
Automatic Data Processing	None	$26,572	$0.69
Employee Cu	Employee	$26,174	$0.68
Employee Cv	Employee	$25,167	$0.65
Pitney Bowes Global Financial Svcs	None	$23,746	$0.61
Trustee A	Trustee	$19,964	$0.52
Iron Mountain	None	$18,674	$0.48
Peopleshare LLC	None	$18,296	$0.47
Fraser Advanced Information Systems	None	$17,672	$0.46
Trustee B	Trustee	$16,090	$0.42
Nccmp	None	$14,750	$0.38
Hartford Fire Insurance Company	None	$13,986	$0.36
Trustee C	Trustee	$12,586	$0.32
Trustee D	Trustee	$12,333	$0.32
Trustee E	Trustee	$11,852	$0.31
Assetsure, LLC	None	$11,258	$0.29
Atlantic Data Security	None	$11,060	$0.29
Trustee F	Trustee	$10,541	$0.27
Trustee G	Trustee	$10,391	$0.27
Verizon Wireless	None	$9,786	$0.25
Trustee H	Trustee	$9,380	$0.24
Staples	None	$9,365	$0.24
Canon Financial Services	None	$9,212	$0.24
Trustee I	Trustee	$7,400	$0.19
Gilbert & Sackman A Law Corp	None	$6,472	$0.17
Consumer Wellness Solutions	None	$6,205	$0.16
Change Healthcare Bus Fulfillment	None	$6,052	$0.16
Convergeone, Inc	None	$5,541	$0.14
Trustee J	Trustee	$5,417	$0.14
Segal Select Insurance Services Inc	None	Comp not disclosed	—

View Form 5500 filing →

Loading employer…