Employer

National Elevator Industry Health Benefit Plan Board Of Trustees

19 Campus Blvd, Suite 200, Newtown Square, PA 19073 · EIN 23-2790911 · Jan 1, 2021 to Dec 31, 2021

Plan year 2021

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Renewal and disruption

Flags

Named parties added

+ None - Jpm Global Emerging Market
+ None - Mept Edgemore
+ None - Virta Medical
+ None - Parametric Portfolio
+ None - Debosky Sherman Casciari Reynolds
+ None - Mellon Capital Management
+ None - High Availability
+ None - Law Offices Of Joseph P Berglund Pc
+ None - Robert Half And Associates
+ None - Secureworks, Inc.
+ None - Convergeone, Inc
+ None - Craddock & Lerro Associates
+ None - Global Knowledge Training
+ None - Entrust Blue Ocean
+ None - Nimbusnow, LLC
+ None - Telphone Doctor, Inc. DBA Servicesk
+ None - Monarch Staffing

Named parties removed

− None - Equian, LLC
− None - Cbre Clarion Real Estate Securities
− None - Robein, Urann, Spencer, Et Al
− None - Blitman & King
− None - Virginia & Ambinder LLP

Reported premium moved

Paid Family Leave

Broker tenure

With Segal Company since 2020 · 2 plan years in this dataset

Peer band

1519 Lancaster groups · 250+ lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

This company38,727Peer median635

Relationships

Who else these parties place

Segal Company14 other local groups

None

Board Of Trustees - Teamsters', Board Of Trustees Midland Colt Retiree Medical Plan, Board Of Trustees Of Southern Painters Welfare Fund, Board Of Trustees Plumbers Welfare Fund, Board Of Trustees Republic Retiree Veba Benefit Trust

The Bank Of New York Mellon12 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Committee Members Of The Usw Retirees Of The, Equitrans Midstream Corporation, Intalco Aluminum LLC

Express Scripts (Medco)6 other local groups

None

Allan Myers, Inc., Axalta Coating Systems, LLC, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Greater Pennsylvania Carpenters' Medical Plan, Ppl Services Corporation

Loomis Sayles & Co6 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees Of Teamsters Local 830 Welfare Fund, Board Of Trustees Steamfitters Local #449 Pension Fund, Ibew Local 98 Health & Welfare Plan Board Of, Retirees Of The Goodyear Tire & Rubber Company Health Care Trust

O'Donoghue & O'Donoghue5 other local groups

None

Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir, Board Of Trustees Of Plumbers Lu 690 Health Plan, Bricklayers & Allied Craftworkers Local 1 Pa/De Health & Welfare Fd, Laborers Union Local 1174 Health And Welfare Fund, Trustees Of The Sheet Metal Workers Local 44

Wells Fargo Bank Na5 other local groups

None

Board Of Trustees Of Plumbers Lu 690 Health Plan, Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment, Teamsters Local 830 Pension Plan, Trustees Cement Masons Union Local No. 592 Welfare Plan, Trustees Of The Cement Masons Union Local 592 Pension Plan

Segal Advisors DBA Segalrogerscasey5 other local groups

None

Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir, Benefit Fund For Hospital And Health Care Employees, Budd E&A Veba Retiree Committee, Participating Union Gm Bankruptcy Claim Health Care Reimbursement Trus, Retirees Of Veyance Technologies, Inc. Health Care Trust

Segal Select Insurance Services Inc4 other local groups

None

Ibew Local 143 Health & Welfare Fund, Laborers District Council Of W. Pa Welfare Fund Board Of Trustees, Seiu Healthcare Pa Training & Education Fund, Steelworkers Health And Welfare Fund

Basys Inc3 other local groups

None

Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund, Central Pennsylvania Teamsters Health And Welfare Fund

Daniel A. Winters & Co3 other local groups

None

Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420, Bd Of Tees Of Steamfitters Lu 420 Welfare Plan, Board Of Trustees Of Plumbers Lu 690 Health Plan

Guardian Life Insurance3 other local groups

None

Karndean International LLC, Trustees Of Ibew Local Union No. 126 Health And Welfare Plan, Trustees Of The Sheet Metal Workers Local 44

Lord Abbett & Company LLC2 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Change Healthcare Bus Fulfillment2 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Central Pennsylvania Teamsters Health And Welfare Fund

Janus Henderson Investors1 other local group

None

Board Of Trustees International Brotherh Electrical Workers Pension Pl

Zelis Claims Integrity Inc1 other local group

None

Beverage & Brewery Drivers Health & Welfare Fund

William Blair Investment Mgmt LLC1 other local group

None

Central Pennsylvania Teamsters Health And Welfare Fund

Optum Health Care Solutions1 other local group

None

Pennsylvania Employees Benefit Trust Fund

Tierpoint LLC1 other local group

None

Pennsylvania Employees Benefit Trust Fund

Cdw Direct LLC1 other local group

None

District 1199c Training & Upgrading Fund

Mellon Capital Management1 other local group

None

Ppl Services Corporation

Income Research Management1 other local group

None

Trustees Of The University Of Pa

Avaya Inc1 other local group

None

Pennsylvania Employees Benefit Trust Fund

Convergeone, Inc1 other local group

None

Pennsylvania Employees Benefit Trust Fund

Canon Financial Services1 other local group

None

Iupat District Council No. 21 Welfare Fund

Entrust Blue Ocean1 other local group

None

Teamsters Local 830 Pension Plan

Hcsc0 other local groups

None

Employee Health Insurance Mgmt Inc0 other local groups

None

Beacon Health Options Inc0 other local groups

None

Kingsman Holdings Inc DBA Kepro0 other local groups

None

Aberdeen Asset Management0 other local groups

None

Newmark Knight Frank0 other local groups

None

Lsv Asset Management0 other local groups

None

Red Card Systems LLC0 other local groups

None

Jpm Global Emerging Market0 other local groups

None

Brandywine Global Investment Mgmt0 other local groups

None

Pacific Investment Management Co0 other local groups

None

Brookfield Us Inc.0 other local groups

None

Aew Capital Management0 other local groups

None

Mackay Shields LLC0 other local groups

None

Medical Review Inst Of America0 other local groups

None

Virta Medical0 other local groups

None

Employee Co0 other local groups

Employee

First American Administrators Inc0 other local groups

None

Elavon Merchant Services0 other local groups

None

Hdms0 other local groups

None

General Dynamics Information Tech0 other local groups

None

Parametric Portfolio0 other local groups

None

Standard Register0 other local groups

None

Oracle America Inc0 other local groups

None

Premier Technology Solutions Inc0 other local groups

None

Debosky Sherman Casciari Reynolds0 other local groups

None

Allsup Inc0 other local groups

None

Seyfarth Shaw LLP0 other local groups

None

Smart Data Solutions Inc0 other local groups

None

Verizon Business Network Svcs0 other local groups

None

Peopleshare LLC0 other local groups

None

Comcast Cable Communications0 other local groups

None

Dearborn Life Insurance Company0 other local groups

None

High Availability0 other local groups

None

Law Offices Of Joseph P Berglund Pc0 other local groups

None

Gilbert & Sackman A Law Corp0 other local groups

None

Robert Half And Associates0 other local groups

None

Automatic Data Processing0 other local groups

None

Secureworks, Inc.0 other local groups

None

Optiv Security Inc0 other local groups

None

Pitney Bowes Global Financial Svcs0 other local groups

None

Kelly Press0 other local groups

None

Access It Group0 other local groups

None

Craddock & Lerro Associates0 other local groups

None

Global Knowledge Training0 other local groups

None

Staples0 other local groups

None

Nimbusnow, LLC0 other local groups

None

Iron Mountain0 other local groups

None

Verizon Wireless0 other local groups

None

Trustee D0 other local groups

Trustee

Telphone Doctor, Inc. DBA Servicesk0 other local groups

None

Monarch Staffing0 other local groups

None

Citrix Systems Inc0 other local groups

None

Fraser Advanced Information Systems0 other local groups

None

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