No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH LLC EIN 84-3269071 NONE | Other services Service code 49 | — | $2.9M |
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Other insurance fees and expenses; Contract Administrator Service code 13 | — | $2.8M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Contract Administrator Service code 13 | — | $2.5M |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management Service code 28 | — | $335K |
| MEDICAL COST MANAGEMENT CORPORATION EIN 36-4869660 NONE | Other services Service code 49 | — | $301K |
| JOHNSON & KROL, LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $300K |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Soft dollars commissions; Other services Service code 49 | — | $241K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $234K |
| RX SAVINGS SOLUTIONS EIN 26-3642434 NONE | Other services Service code 49 | — | $199K |
| DELTA DENTAL OF IL EIN 36-2612058 NONE | Contract Administrator Service code 13 | — | $195K |
| RED-CARD SYSTEMS, LLC EIN 84-3069529 NONE | Claims processing; Other insurance fees and expenses Service code 12 | — | $194K |
| KATIE COLBERT EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $151K |
| COSTIN, HAMMEL & LEAKE, L.L.C. EIN 36-4198035 NONE | Accounting (including auditing) Service code 10 | — | $129K |
| NICHOLE LINHARDT EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| CATHERINE TYREE EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| COLLEEN MORIARTY EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| GAILE HOGUE EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $111K |
| BOND BROTHERS EIN 36-2433269 NONE | Other services Service code 49 | — | $101K |
| SILVIA MORENO EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| MARY BETH TYTUS EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| COLETTE AZZARO EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| SHEILA JACKSON EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Other services Service code 49 | — | $66K |
| LAUREN BAL EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| CASSANDRA TYREE EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| PHILLIP HAYES EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| EYEMED VISION CARE EIN 31-1656473 NONE | Contract Administrator Service code 13 | — | $43K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $40K |
| CLAUDIA MARTINEZ EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| LAURA GUNAKA EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| STRATEGIC CAPITAL INVESTMENT ADV. EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $32K |
| MICHAEL MALONEY EIN 36-2141703 EMPLOYEE/TRUSTEE | Trustee (individual) Service code 20 | — | $27K |
| DANA GARRETT EIN 36-2141703 EMPLOYEE | Employee (plan) Service code 30 | — | $26K |
| SINGLE CLICK IT EIN 81-1338818 NONE | Other services Service code 49 | — | $23K |
| PITNEY BOWES INC. NONE | Other services Service code 49 | 205 N MICHIGAN AVE 300 CHICAGO, IL 60601 | $19K |
| DATAMATION IMAGING SERVICES EIN 36-4303011 NONE | Other services Service code 49 | — | $11K |
| NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management; Soft dollars commissions Service code 28 | — | $10K |
| MIDWEST EMPLOYEE BENEFIT FUNDS NONE | Other services Service code 49 | 6170 JOLIET ROAD, SUITE 2 COUNTRYSIDE, IL 60525 | $10K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $8K |
| ISLER DARE EIN 54-1844836 NONE | Legal Service code 29 | — | $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 | 6,307 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,008 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,315 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 9,498 | $2.1M |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE | 110 | $147K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,498 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.