| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AXION RMS LTD | 760 PASQUINELLI DRIVE SUITE 358 WESTMONT, IL 60559 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $37K | — | $37K | 2.05% |
| MACHON & MACHON3 Filed as: MACHON & MACHON INC | 838 BUSSE HIGHWAY PARK RIDGE, IL 60068 | BLUE CROSS BLUE SHIELD OF ILLINOIS | $31K | $1K | $32K | 1.76% |
| EUCLID INSURANCE SERVICES INC5 | 234 SPRING LAKE DR ITASCA, IL 601433202 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $10K | $21K | 16.25% |
| AXION RMS LTD | 760 PASQUINELLI DRIVE SUITE 358 WESTMONT, IL 60559 | METROPOLITAN LIFE INSURANCE COMPANY | — | $410 | $410 | 0.32% |
| MACHON & MACHON3 | 838 BUSSE HIGHWAY PARK RIDGE, IL 60068 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 9.22% |
| AXION RMS LTD | 760 PASQUINELLI DRIVE SUITE 358 WESTMONT, IL 60559 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 5.76% |
| ISU-THE MACHON AGENCY3 Filed as: ISU THE MACHON AGENCY | 838 BUSSE HWY PARK RIDGE, IL 600682302 | VISION SERVICE PLAN | $448 | — | $448 | 4.23% |
| AXION RMS LTD | 760 PASQUINELLI DRIVE SUITE 358 WESTMONT, IL 60559 | VISION SERVICE PLAN | $323 | — | $323 | 3.05% |
No Schedule C service providers reported on this filing.
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 | 149 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 290 | $1.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 144 | $128K |
| Vision | VISION SERVICE PLAN | 116 | $11K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 149 | $46K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 149 | $46K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 149 | $46K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.