No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Contract Administrator; Other insurance fees and expenses Service code 13 | — | $288K |
| LANER MUCHIN EIN 36-3088463 NONE | Legal Service code 29 | — | $84K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $75K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Consulting (general) Service code 16 | — | $73K |
| DOWD BLOCH & BENNETT EIN 36-3371377 NONE | Legal Service code 29 | — | $72K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management Service code 28 | — | $62K |
| LAURA CABALLERO EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| BLACKROCK INVESTMENT MANAGEMENT EIN 94-3112180 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $57K |
| DEIDRE JACKSON EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| ISSI EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $42K |
| EVE NOGUERA EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| DENISE LUKASZEWSKI EIN 36-2187389 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Contract Administrator Service code 13 | — | $27K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Contract Administrator Service code 13 | — | $23K |
| VOYA INVESTMENT TRUST COMPANY EIN 06-1440627 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $15K |
| WIEDEL, HUDZIK, RUSS & PHILIPP TRUSTEE | Trustee (individual) Service code 20 | 4915 MAIN STREET DOWNERS GROVE, IL 60515 | $9K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $7K |
| JOSEPH BURKE EIN 36-2187389 TRUSTEE | Trustee (discretionary) Service code 24 | — | $5K |
| COMERICA BANK EIN 36-2187389 NONE | Custodial (securities); Other services; Other investment fees and expenses; Shareholder servicing fees; Other fees; Float revenue Service code 19 | — | $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 | 1,356 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MHN SERVICES | 589 | $188K |
| Dental | DELTA DENTAL OF ILLINOIS | 551 | $23K |
| Vision | VISION SERVICE PLAN | 1,339 | $157K |
| Life insurance | DEARBORN NATIONAL | 1,707 | $50K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 559 | $47K |
| Other | DEARBORN NATIONAL | 1,707 | $50K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,707 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.