No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC EIN 20-0188125 NONE | Claims processing; Plan Administrator Service code 12 | — | $680K |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Non-monetary compensation; Other insurance fees and expenses; Claims processing Service code 12 | — | $306K |
| MERCER HEALTH AND BENEFITS EIN 34-2105463 NONE | Actuarial; Consulting (general) Service code 11 | — | $138K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $95K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $56K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Other services Service code 49 | — | $35K |
| OPTUMRX, INC. EIN 11-2581812 NONE | Claims processing; Contract Administrator Service code 12 | — | $30K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Other commissions; Custodial (securities); Float revenue Service code 19 | — | $22K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $22K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing; Contract Administrator Service code 12 | — | $19K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management fees paid directly by plan Service code 51 | — | $19K |
| BOND BROTHERS AND CO, INC EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $11K |
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 | 688 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 756 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,444 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 641 | $32K |
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 1,148 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,148 | — |
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.