No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE EIN 41-0956552 NONE | Contract Administrator; Other services; Direct payment from the plan; Claims processing Service code 12 | — | $275K |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Claims processing Service code 12 | — | $124K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $71K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $35K |
| SEGALL BRYANT & HAMILL, LLC EIN 35-2679129 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $29K |
| WELLDYNERX, LLC EIN 84-1515837 NONE | Claims processing; Contract Administrator Service code 12 | — | $21K |
| THE KARMEL LAW FIRM EIN 20-4035194 NONE | Legal Service code 29 | — | $13K |
| ACTIVE HEALTH MANAGEMENT EIN 52-2182411 NONE | Consulting (general) Service code 16 | — | $11K |
| HONSA-BINDER PRINTING, INC. EIN 41-1605232 NONE | Other services Service code 49 | — | $7K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Account maintenance fees; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Soft dollars commissions Service code 19 | — | $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 | 327 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 327 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 442 | $120K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 442 | — |
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."
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.