No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing; Other fees Service code 12 | — | $5.5M |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $438K |
| SEAN MADIX EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $338K |
| PART D ADVISORS EIN 20-2595200 NONE | Other services Service code 49 | — | $338K |
| MERCER HEALTH BENEFITS, LLC EIN 34-2015463 NONE | Actuarial Service code 11 | — | $335K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Actuarial Service code 11 | — | $272K |
| LOGICALIS EIN 13-4000122 NONE | Consulting (general) Service code 16 | — | $267K |
| R V KUHNS & ASSOCIATES EIN 93-0910652 NONE | Consulting (general) Service code 16 | — | $250K |
| VITECH EIN 13-3785492 NONE | Other services Service code 49 | — | $230K |
| GOLDMAN SACHS ASSET MANAGEMENT, LP EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $221K |
| CORVEL CORPORATION EIN 95-3382819 NONE | Contract Administrator Service code 13 | — | $194K |
| BANSLEY & KIENER EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $176K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $162K |
| BAIRD ADVISORS NONE | Investment management Service code 28 | 227 W. MONROE ST CHICAGO, IL 60606 | $161K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $160K |
| OGLETREE DEAKINS EIN 57-1044820 NONE | Legal Service code 29 | — | $159K |
| DAN SHEFFIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $149K |
| LORI SELJAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $136K |
| GREAT LAKES ADVISORS, INC EIN 80-0292839 NONE | Investment management Service code 28 | — | $124K |
| EMPLOYEE RESOURCE SYSTEMS, INC EIN 36-3867645 NONE | Other services Service code 49 | — | $123K |
| TRACY SOHST EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $115K |
| TANYA BAIRD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $108K |
| CAREMARK PCS HEALTH LLC EIN 05-0340626 NONE | Contract Administrator Service code 13 | — | $103K |
| GLOBAL TRUST COMPANY EIN 26-3761443 NONE | Investment management Service code 28 | — | $100K |
| MICHAEL KRANTZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $99K |
| TRICAST, LLC EIN 47-4702246 NONE | Consulting (general) Service code 16 | — | $85K |
| MARY VAZQUEZ LORINSER EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $83K |
| CONSTANCE KARP EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $79K |
| JANET MCLEAN-PEART EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $76K |
| KATHLEEN KERSTOWSKE EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $74K |
| MEGAN SCHIELD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $74K |
| ANNETTE GRANGO EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $73K |
| SHARON NORMAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $71K |
| JEAN RYAN EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $68K |
| PRICILLA PERRY EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $64K |
| TENNEY & BENTLEY EIN 36-4211386 NONE | Legal Service code 29 | — | $63K |
| MARIA GALINDEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $61K |
| MARA BLUME EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $60K |
| IRIS GOMEZ EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $58K |
| JEANINE HOWARD EIN 36-1033970 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $46K |
| BIS CONSULTANTS, INC EIN 46-4075231 NONE | Accounting (including auditing) Service code 10 | — | $35K |
| LODESTONE EIN 81-4655829 NONE | Consulting (general) Service code 16 | — | $32K |
| LIFESTATUS 360 LLC EIN 94-3389460 NONE | Other services Service code 49 | — | $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 | 7,440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,084 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL | 7,898 | $540K |
| Other | DEARBORN NATIONAL | 7,898 | $540K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,898 | — |
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.