No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL EIN 36-0123661 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $12.1M |
| AON CONSULTING EIN 22-2232264 RECORDKEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $5.2M |
| HEALTHYROADS INC EIN 33-0783504 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.7M |
| AETNA EIN 52-1270921 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.2M |
| OPTUMRX EIN 11-2581812 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $2.0M |
| KEYSTONE HEALTH PLAN EAST EIN 23-2405376 CONTRACT ADMNISTRATOR | Contract Administrator Service code 13 | — | $1.2M |
| TOWERS WATSON DELWARE, INC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $1.1M |
| INDEPENDENCE BLUE CROSS EIN 23-0370720 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.0M |
| UNITED BEHAVIORAL HEALTH EIN 94-2649097 CONTRACT ADMNISTRATOR | Contract Administrator Service code 13 | — | $929K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $559K |
| VISION SERVICE PLAN INSURANCE EIN 23-7304569 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $554K |
| EXELON BUSINESS SERVICES COMPANY EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $548K |
| MORGAN STANLEY INVESTMENT MANAGEMEN EIN 13-0057834 INVESTMENT MANAGER | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $459K |
| COGHLAN LAW LLC EIN 26-3928018 LEGAL | Legal Service code 29 | — | $429K |
| BEST DOCTORS EIN 04-2908444 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $414K |
| LIFETIME BENEFITS SOLUTIONS EIN 16-1171765 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $396K |
| ASSET HEALTH INC EIN 65-1258234 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $362K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $329K |
| HEALTH FITNESS CORPORATION EIN 41-1580506 CONTRACT ADMIN | Contract Administrator Service code 13 | — | $252K |
| TANGO HEALTH INC EIN 26-2060323 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $196K |
| PHARMACEUTICAL STRATEGY GROUP EIN 20-2422296 CONSULTING | Consulting (general) Service code 16 | — | $182K |
| ACADIAN ASSET MANAGEMENT EIN 04-2929221 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $173K |
| KENNEDY CAPITAL MANAGEMENT EIN 43-1225960 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $161K |
| BOSTON PARTNERS EIN 04-3270358 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $144K |
| INTECH INVESTMENT MANAGEMENT EIN 01-0614895 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $141K |
| FITBIT INC EIN 20-8920744 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $135K |
| JP MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $112K |
| SEGALL, BRYANT & HAMILL EIN 41-1788385 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $75K |
| LOMBARDIA CAPITAL PARTNERS INC EIN 20-8359898 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $72K |
| HOLLAND CAPITAL MANAGEMENT EIN 36-3753847 INVESTMENT MANAGEMENT | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $64K |
| CREEKSIDE PRINTING EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $57K |
| ALLSUP INC EIN 37-1170934 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $48K |
| WASHINGTON, PITTMAN & MCKEEVER, LLC EIN 36-4189747 AUDITOR | Accounting (including auditing) Service code 10 | — | $47K |
| EARNEST PARTNERS, LLC EIN 58-2386669 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| WAGEWORKS, INC EIN 94-3351864 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $21K |
| HEAR USA EIN 84-1116412 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $10K |
| PLANTE MORAN CONSULTANT | Consulting (general) Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $8K |
| WEIGHT WATCHERS NORTHERN AMERICA EIN 52-1656141 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $7K |
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 | 27,413 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,483 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 2,105 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 35,896 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | AETNA | 980 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 980 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.