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 | — | $973K |
| ELECTRICAL INSURANCE TRUSTEES EIN 36-1033970 COMMON TRUSTEES | Plan Administrator Service code 14 | — | $672K |
| PREMISE HEALTH SYSTEMS, INC EIN 23-3057155 NONE | Contract Administrator Service code 13 | — | $403K |
| HEALTH EQUITY NONE | Contract Administrator Service code 13 | 15 W. SCENIC POINTE DRIVE DRAPER, UT 84020 | $128K |
| CAREMARK PCS HEALTH LLC EIN 05-0340626 NONE | Contract Administrator Service code 13 | — | $113K |
| MIDWEST COALITION OF LABOR EIN 83-1371306 NONE | Contract Administrator Service code 13 | — | $73K |
| CORVEL CORPORATION EIN 95-3382819 NONE | Contract Administrator Service code 13 | — | $60K |
| GREAT LAKES ADVISORS, INC. EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management fees paid directly by plan; Float revenue; Investment management Service code 28 | — | $36K |
| BAIRD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 227 W. MONROE ST CHICAGO, IL 60606 | $33K |
| WASHINGTON CAPITAL MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1200 SIXTH AVENUE, STE 700 SEATTLE, WA 98101 | $32K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $26K |
| ALLONE HEALTH RESOURCES EIN 36-3867645 NONE | Other services Service code 49 | — | $24K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $6K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Other commissions Service code 55 | — | $0 |
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 | 1,749 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,749 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,701 | $64K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,701 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,701 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.