No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $5.1M |
| CVS PHARMACY, INC EIN 05-0340626 NONE | Contract Administrator Service code 13 | — | $508K |
| CIGNA BEHAVIORAL HEALTH EIN 41-1648670 NONE | Other services; Direct payment from the plan; Float revenue; Named fiduciary; Participant communication; Contract Administrator; Claims processing; Non-monetary compensation Service code 12 | — | $504K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $458K |
| MERCER HEALTH BENEFITS, LLC EIN 34-2015463 NONE | Actuarial Service code 11 | — | $359K |
| SEAN MADIX EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $323K |
| SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $295K |
| R V KUHNS & ASSOCIATES EIN 93-0910652 NONE | Consulting (general) Service code 16 | — | $250K |
| CORVEL CORPORATION EIN 95-3382819 NONE | Contract Administrator Service code 13 | — | $233K |
| VITECH EIN 13-3785492 NONE | Other services Service code 49 | — | $228K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $186K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $174K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $156K |
| BAIRD ADVISORS NONE | Investment management Service code 28 | 227 W. MONROE ST CHICAGO, IL 60606 | $141K |
| DAN SHEFFIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $139K |
| TENNEY & BENTLEY EIN 36-4211386 NONE | Legal Service code 29 | — | $139K |
| LORI SELJAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $128K |
| OGLETREE DEAKINS EIN 57-1044820 NONE | Legal Service code 29 | — | $121K |
| BANSLEY & KIENER EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $113K |
| TRACY SOHST EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $107K |
| GREAT LAKES ADVISORS, INC EIN 80-0292839 NONE | Investment management Service code 28 | — | $105K |
| TANYA BAIRD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $102K |
| MICHAEL KRANTZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $94K |
| TRICAST, LLC EIN 47-4702246 NONE | Consulting (general) Service code 16 | — | $85K |
| CONSUELA DAWSON EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $84K |
| NORTHERN TRUST EIN 36-1561860 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management Service code 28 | — | $83K |
| MARY VAZQUEZ LORINSER EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $78K |
| CONSTANCE KARP EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $76K |
| INVESCO ADVISORS INC EIN 58-1707262 NONE | Investment management Service code 28 | — | $73K |
| KATHLEEN KERSTOWSKE EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $70K |
| MEGAN SHIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $70K |
| ANNETTE GRANGO EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $70K |
| SHARON NORMAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $66K |
| JEAN RYAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $64K |
| JANET MCLEAN-BROWN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| MELISSA CONFORTI EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $59K |
| MARA BLUME EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $57K |
| MARIA GALINDEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $57K |
| IRIS GOMEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $55K |
| BIS CONSULTANTS, INC EIN 46-4075231 NONE | Accounting (including auditing) Service code 10 | — | $49K |
| ASHLEY COLEMAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $46K |
| PK SOLUTIONS GROUP EIN 20-3073358 NONE | Consulting (general) Service code 16 | — | $45K |
| PETER KIM EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $45K |
| LOGICALIS EIN 13-4000122 NONE | Consulting (general) Service code 16 | — | $24K |
| CAMFIL SOLUTIONS EIN 03-0468549 NONE | Consulting (general) Service code 16 | — | $7K |
| THE BERWYN GROUP EIN 34-1672337 NONE | Other services Service code 49 | — | $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 | 7,073 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,070 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,143 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL | 7,202 | $510K |
| Other | DEARBORN NATIONAL | 7,202 | $510K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,202 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.