No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Other insurance fees and expenses; Contract Administrator Service code 13 | — | $277K |
| DEIDRE JACKSON EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| CAROL CANTU EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| LAURA CABALLERO EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general) Service code 16 | — | $80K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management Service code 28 | — | $70K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $69K |
| DOWD BLOCH & BENNETT EIN 36-3371377 NONE | Legal Service code 29 | — | $67K |
| LANER MUCHIN EIN 36-3088463 NONE | Legal Service code 29 | — | $64K |
| ISSI, INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $57K |
| BLACKROCK INVESTMENT MANAGEMENT EIN 23-2784752 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $41K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Contract Administrator Service code 13 | — | $39K |
| DENISE LUKASZEWSKI EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| METROPOLITAN LIFE INSURANCE EIN 13-5581829 NONE | Contract Administrator; Claims processing Service code 12 | — | $34K |
| MHN SERVICES EIN 95-4146179 NONE | Contract Administrator Service code 13 | — | $32K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Contract Administrator Service code 13 | — | $24K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Contract Administrator Service code 13 | — | $16K |
| CATAMARAN EIN 39-2013972 NONE | Contract Administrator Service code 13 | — | $9K |
| WIEDEL, HUDZIK, RUSS & PHILIPP TRUSTEE | Trustee (individual) Service code 20 | 4915 MAIN STREET DOWNERS GROVE, IL 60515 | $7K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $5K |
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 | 635 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 638 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,395 | $75K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 629 | $82K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,395 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,395 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.