No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other services; Other commissions Service code 12 | — | $690K |
| TIM MORRIN EIN 36-2242666 PLAN ADMINISTRATOR | Employee (plan); Plan Administrator Service code 14 | — | $208K |
| OPTUMRX PBM OF ILLINOIS EIN 11-2581812 NONE | Contract Administrator; Claims processing Service code 12 | — | $173K |
| KELLY LAVKO EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $133K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Other services Service code 49 | — | $119K |
| BYRNE SOFTWARE TECHNOLOGY EIN 43-1853340 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $101K |
| MARY MITCHELL EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| CATHERINE HUMMER EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| ELIZABETH ZUBRICKS EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| ERICA VEUGELER EIN 36-2242666 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| O'DONAGHUE & O'DONAGHUE EIN 53-0120528 NONE | Legal Service code 29 | — | $50K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $45K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $37K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal Service code 29 | — | $36K |
| RED CARD EIN 20-5388701 NONE | Participant communication; Other services Service code 38 | — | $31K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Other services Service code 49 | — | $23K |
| MARCO CONSULTING GROUP EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $12K |
| IKON SOFTWARE EIN 36-4329379 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Other investment fees and expenses; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 21 | — | $10K |
| 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 | 840 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 511 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,351 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,350 | $94K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,350 | $94K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,350 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.