No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC EIN 20-0188125 NONE | Plan Administrator; Claims processing Service code 12 | — | $748K |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $376K |
| MERCER HEALTH AND BENEFITS EIN 34-2105463 NONE | Actuarial; Consulting (general) Service code 11 | — | $211K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $161K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Contract Administrator; Claims processing Service code 12 | — | $126K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $57K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management fees paid directly by plan Service code 51 | — | $37K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Other services Service code 49 | — | $36K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $23K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Other commissions; Float revenue Service code 19 | — | $17K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Contract Administrator; Claims processing Service code 12 | — | $17K |
| SOMMERS & FAHRENBACH, INC EIN 36-1796440 NONE | Copying and duplicating Service code 36 | — | $13K |
| TED WINDSOR & ASSOCIATES EIN 36-4374704 NONE | Actuarial Service code 11 | — | $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 | 720 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 656 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,376 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 698 | $36K |
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 1,187 | $328K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,187 | — |
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.