No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Other insurance fees and expenses; Contract Administrator Service code 13 | — | $3.1M |
| MARATHON HEALTH LLC EIN 26-0103977 NONE | Other services Service code 49 | — | $2.4M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Contract Administrator Service code 13 | — | $957K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management Service code 28 | — | $361K |
| JOHNSON & KROL, LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $316K |
| MEDICAL COST MANAGEMENT CORPORATION EIN 36-3445315 NONE | Other services Service code 49 | — | $301K |
| BASYS, INC EIN 52-1796473 NONE | Other services; Soft dollars commissions Service code 49 | — | $240K |
| RED-CARD SYSTEMS, LLC EIN 20-5388701 NONE | Other services Service code 49 | — | $219K |
| RX SAVINGS SOLUTIONS EIN 26-3642434 NONE | Other services Service code 49 | — | $209K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $172K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Contract Administrator Service code 13 | — | $169K |
| SECOVA INC NONE | Other services Service code 49 | 3090 BRISTOL ST, STE 200 COSTA MESA, CA 92626 | $158K |
| NICHOLE LINHARDT EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $124K |
| COSTIN, HAMMEL & LEAKE, L.L.C. EIN 36-4198035 NONE | Accounting (including auditing) Service code 10 | — | $123K |
| KATIE COLBERT EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| GAILE HOGUE EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| COLLEEN MORIARTY EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| CATHERINE TYREE EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| ELIZABETH HAN EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| CATHERINE GERAGHTY EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| COLETTE AZZARO EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| MARY BETH TYTUS EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| JULIAN HERRERA EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| CLAUDIA MARTINEZ EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Other services Service code 49 | — | $64K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Trustee (bank, trust company, or similar financial institution); Float revenue Service code 21 | — | $61K |
| PAT PIACENTINI EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| SHEILA JACKSON EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| MICHAEL MALONEY EIN 36-2141703 EMPLOYEE/TRUSTEE | Employee (plan); Trustee (individual) Service code 20 | — | $57K |
| KAREN LANDI EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $42K |
| EYEMED VISION CARE EIN 31-1656473 NONE | Contract Administrator Service code 13 | — | $41K |
| OGLETREE DEAKINS, ET AL. ,P.C. EIN 57-1044820 NONE | Legal Service code 29 | — | $31K |
| STRATEGIC CAPITAL INVESTMENT ADV. EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $31K |
| LAURA GUNAKA EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| LASALLE CONSULTING PARTNERS INC EIN 36-4030449 NONE | Other services Service code 49 | — | $25K |
| BOND BROTHERS EIN 36-2433269 NONE | Other services Service code 49 | — | $22K |
| PITNEY BOWES INC. NONE | Other services Service code 49 | 205 N MICHIGAN AVE 300 CHICAGO, IL 60601 | $17K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management; Soft dollars commissions Service code 28 | — | $12K |
| MIDWEST EMPLOYEE BENEFIT FUNDS NONE | Other services Service code 49 | 6170 JOLIET ROAD, SUITE 2 COUNTRYSIDE, IL 60525 | $9K |
| CDW NONE | Other services Service code 49 | 200 N MILWAUKEE AVE VERNON HILLS, IL 60061 | $9K |
| COMERICA BANK EIN 42-1741646 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $8K |
| ACCURATE OFFICE SUPPLY CO, INC EIN 36-2443850 NONE | Other services Service code 49 | — | $7K |
| BICC SYSTEMS, INC. EIN 36-2852073 NONE | Consulting (general) Service code 16 | — | $7K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 6,292 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,882 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,174 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 9,573 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,573 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.