No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH EIN 26-0103977 NONE | Claims processing Service code 12 | — | $879K |
| BLUE CROSS/BLUE SHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $558K |
| ZENITH ADMINISTRATORS EIN 52-1590516 NONE | Plan Administrator Service code 14 | — | $515K |
| UNION EYES EIN 83-3067276 NONE | Claims processing Service code 12 | — | $422K |
| LABOR FIRST LLC EIN 06-1750191 NONE | Insurance services Service code 23 | — | $267K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $157K |
| FUTURE DIAGNOSTICS GROUP, LLC EIN 36-4454451 NONE | Claims processing; Other services Service code 12 | — | $76K |
| INCOME RESEARCH & MGMT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $67K |
| TFBC EIN 27-3782504 NONE | Actuarial Service code 11 | — | $66K |
| RICHARD J WOLF & COMPANY EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | — | $54K |
| INETICO DBA VALENZ CARE EIN 36-4869660 NONE | Other services Service code 49 | — | $51K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $47K |
| SAV RX EIN 86-1323040 NONE | Claims processing Service code 12 | — | $35K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Consulting (general) Service code 16 | — | $35K |
| GREENBERG TRAURIG LLP EIN 13-3613083 NONE | Legal Service code 29 | — | $28K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $24K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $20K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Claims processing Service code 12 | — | $19K |
| MARQUETTE AND ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $17K |
| MORGAN BIRGE AND ASSOCIATES EIN 36-4330980 NONE | Other services Service code 49 | — | $7K |
| NICK OLSON EIN 36-1264190 TRUSTEE | Trustee (individual) Service code 20 | — | $7K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $6K |
| MIDWEST INSTITUTIONAL TRUST EIN 36-2085229 NONE | Distribution (12b-1) fees; Custodial (securities); Float revenue Service code 19 | — | $5K |
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 | 969 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 638 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,607 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY INC | 754 | $2.2M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,112 | $79K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,112 | — |
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.