No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Other commissions; Claims processing Service code 12 | — | $669K |
| GROUP ADMINISTRATORS, LTD EIN 36-3381052 NONE | Other fees; Contract Administrator; Claims processing Service code 12 | — | $410K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | — | $241K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $132K |
| REMEDY ANALYTICS EIN 45-3151617 NONE | Consulting (general) Service code 16 | — | $120K |
| CARI SONNEFELDT EIN 36-2196735 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | — | $72K |
| LEGACY PROFESSIONALS EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $69K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $60K |
| KINGA PILCH EIN 36-2196735 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| JOHN GARDINER EIN 36-2196735 EMPLOYEE | Plan Administrator Service code 14 | — | $38K |
| TELUS HEALTH EIN 52-1883918 NONE | Other services Service code 49 | — | $33K |
| DELTA DENTAL EIN 36-2612058 NONE | Claims processing Service code 12 | — | $25K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $22K |
| MARQUETTE CONSULTING EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $10K |
| INTERACTIVE HEALTH BENEFITS/ACA TR. EIN 46-4238992 NONE | Other services Service code 49 | — | $6K |
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 | 1,051 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 183 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION CARE | 1,071 | $299K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,711 | $174K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,711 | $174K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,711 | — |
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.