No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP (BCBS) EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $193K |
| BENEFITS MANAGEMENT GROUP, INC EIN 20-0188125 NONE | Contract Administrator Service code 13 | — | $117K |
| JOHNSON & KROL, LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $45K |
| SAV-RX EIN 86-1323040 NONE | Claims processing Service code 12 | — | $29K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $21K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management Service code 28 | — | $15K |
| VALENZ HEALTH EIN 36-4869660 NONE | Other services Service code 49 | — | $13K |
| GLADNEY LAW GROUP EIN 83-2984308 NONE | Legal Service code 29 | — | $13K |
| FIDUCIENT ADVISORS EIN 36-4001764 NONE | Investment advisory (plan) Service code 27 | — | $8K |
| JAMES V GALLERY & ASSOCIATES EIN 20-0188135 NONE | Consulting (general) Service code 16 | — | $8K |
| STEPHEN L LAMB EIN 36-2234288 TRUSTEE | Trustee (individual) Service code 20 | — | $5K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Float revenue; Custodial (securities) 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 | 432 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 470 | $17K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 458 | $825K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 470 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.