No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH, LLC EIN 26-0103977 NONE | Other services Service code 49 | — | $1.4M |
| BLUECROSS BLUESHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $1.2M |
| UNION EYES, LLC EIN 83-3067276 NONE | Other services Service code 49 | — | $900K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Contract Administrator; Claims processing Service code 12 | — | $871K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $225K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal Service code 29 | — | $197K |
| PATRICK LUDVIGSEN EIN 36-2145881 PLAN ADMINISTRATOR | Plan Administrator; Employee (plan) Service code 14 | — | $168K |
| DIANA MASLANKA EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $162K |
| BRIDGEWAY BENEFIT TECHNOLOGY EIN 52-1796473 NONE | Other commissions; Other services Service code 49 | — | $141K |
| ROSE CASSARA EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| TAMMY NICOLINI EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| GREGORIO, STEC, KLEIN & HOSE EIN 99-0408958 NONE | Legal Service code 29 | — | $105K |
| ALICE BLACKMORE EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| JAMES FEINBERG EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| MARY BONNER EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $93K |
| VALENZ CARE EIN 36-4869660 NONE | Other services Service code 49 | — | $89K |
| JANET NEWMAN EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $87K |
| LETEASH WHITE-ELLIOTT EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| DELTA DENTAL OF IL EIN 36-2612058 NONE | Claims processing; Contract Administrator Service code 12 | — | $84K |
| ZELIS PAYMENT HOLDINGS EIN 84-3069529 NONE | Copying and duplicating; Other services Service code 36 | — | $72K |
| MARQUETTE ASSOCIATES INC. EIN 36-3485298 NONE | Investment advisory (plan); Consulting (general) Service code 16 | — | $55K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| NTIVA, INC. EIN 20-2106015 NONE | Other services Service code 49 | — | $48K |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Other services Service code 49 | — | $47K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $46K |
| MAGALY NAVA EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| RITA GORMAN EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| NICOLE SMITH EIN 36-2145881 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| BOND BROTHERS EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $39K |
| ALLONE HEALTH EIN 36-3867645 NONE | Consulting (general) Service code 16 | — | $29K |
| FIRST AMERICAN ADMINISTRATORS EIN 86-0773195 NONE | Claims processing Service code 12 | — | $19K |
| INTERCONTINENTAL REAL ESTATE CORP EIN 04-2895544 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| DATAMATION IMAGING SERVICES EIN 36-4303011 NONE | Other services Service code 49 | — | $15K |
| NEUBERGER BERMAN INV. ADVISORS NONE | Soft dollars commissions; Investment management Service code 28 | 1290 AVENUE OF THE AMERICAS NEW YORK, NY 10104 | $14K |
| MIDWEST INST. TRUST COMPANY EIN 93-1799133 NONE | Custodial (securities); Investment management Service code 19 | — | $13K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management fees paid directly by plan Service code 51 | — | $12K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| RICHARD J WOLF AND CO EIN 36-3182363 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| GROUP ADMINISTRATORS, LTD EIN 36-3381052 NONE | Other fees; Claims processing Service code 12 | — | $8K |
| BUSINESS TECHNOLOGY SOLUTIONS EIN 36-3314394 NONE | Copying and duplicating Service code 36 | — | $8K |
| MORGAN BIRGE AND ASSOCIATES, INC EIN 36-4330980 NONE | Other services Service code 49 | — | $7K |
| TFBC, LLC EIN 27-3782504 NONE | Consulting (general); Actuarial Service code 11 | — | $7K |
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 | 1,921 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,811 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,732 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.