No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $4.2M |
| ZELIS PAYMENTS HOLDINGS LLC EIN 84-3069529 NONE | Other services Service code 49 | — | $473K |
| ULLICO INVESTMENT ADVISORS INC. EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $403K |
| VITECH SYSTEMS GROUP INC EIN 13-3785492 NONE | Other services Service code 49 | — | $381K |
| J.P. MORGAN INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 27 | — | $295K |
| SEGAL EIN 13-1975125 NONE | Other services; Actuarial Service code 11 | — | $276K |
| DELTA DENTAL PLAN OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $260K |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $248K |
| NATIONAL INV. SERV. OF AMERICA LLC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $223K |
| L. WILLIAMS EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $208K |
| C. WENSKUS EIN 36-2151212 ADMINISTRATOR | Plan Administrator Service code 14 | — | $190K |
| T. MARSHALL EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $173K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $171K |
| R. LACEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $156K |
| L. HOWARD EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $147K |
| S. PAGURKO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $136K |
| K. JACKSON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $135K |
| M. PECK EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| S. COLLINS EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| P. LOMBARDI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $127K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $127K |
| M. CORNEJO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $125K |
| M. CANNELLA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| N. GALLUZZI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| K. BURDINE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| J. COLLETTI EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| E. MCKINLEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| R. MOHICA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| V. MUNOZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $115K |
| J. CAPRIO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $113K |
| S. SPECHT EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| K. FLORES EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| K. BOSQUE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $109K |
| M. LOPEZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $108K |
| R. TORANO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| O. COLON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| G. AREVALO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| A. CAROLLO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| P. WALLACE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| J. CROASDALE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| FIS WORKFLOW SOLUTIONS EIN 51-0267091 NONE | Other services Service code 49 | — | $103K |
| B. MCANALLY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| M. SERRANO EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| COMPSYCH EIN 36-3739783 NONE | Other services Service code 49 | — | $98K |
| K. EARLEY EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| C. CRUZ EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| W. FIGUEROA EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| S. BRECKENRIDGE EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| K. NASON EIN 36-2151212 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
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 | 11,150 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 292 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,442 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 91 | $32K |
| Long-term disability | THE UNION LABOR LIFE INSURANCE COMPANY | 86 | $71K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 91 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91 | — |
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."
No prospect flags tripped on this filing.