No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Other services; Claims processing; Other commissions Service code 12 | — | $513K |
| TIM MORRIN EIN 36-2242666 PLAN ADMINISTRATOR | Plan Administrator; Employee (plan) Service code 14 | — | $201K |
| OPTUMRX PBM OF ILLINOIS EIN 11-2581812 NONE | Claims processing; Contract Administrator Service code 12 | — | $175K |
| KELLY LAVKO EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Other services Service code 49 | — | $110K |
| MARION MCINTURFF EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| MARY MITCHELL EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| BYRNE SOFTWARE TECHNOLOGY EIN 43-1853340 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $74K |
| ELIZABETH ZUBRICKS EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| O'DONAGHUE & O'DONAGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $71K |
| ERICA VEUGELER EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| CATHERINE HUMMER EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $53K |
| JEAN N KELLY EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| DATAMATION EIN 36-4303011 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $36K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $34K |
| INTERACTIVE HEALTH, INC. EIN 36-3798756 NONE | Other services Service code 49 | — | $25K |
| IKON SOFTWARE EIN 36-4329379 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $25K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Other services Service code 49 | — | $23K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $16K |
| RED CARD EIN 20-5388701 NONE | Other services; Participant communication Service code 38 | — | $15K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Other investment fees and expenses; Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $10K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Claims processing; Contract Administrator Service code 12 | — | $10K |
| E PLAN LLC EIN 20-3720767 NONE | Other services Service code 49 | — | $9K |
| EYEMED EIN 86-0773195 NONE | Contract Administrator; Claims processing Service code 12 | — | $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 | 776 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 522 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,360 | $99K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,360 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,360 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.