No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | — | $771K |
| BENESYS INC NONE | Plan Administrator Service code 14 | N27 W23233 ROUNDY DR PEWAUKEE, WI 53072 | $415K |
| CASE MANAGEMENT SPECIALISTS EIN 61-1688248 NONE | Consulting (general) Service code 16 | — | $187K |
| NEWTOWER MANAGEMENT LLC NONE | Investment management Service code 28 | 7315 WISCONSIN AVE, STE 350W BETHESDA, MD 20814 | $157K |
| INVESCO EIN 58-1707262 NONE | Investment management Service code 28 | — | $122K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $97K |
| SAV-RX EIN 86-1323040 NONE | Claims processing Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $91K |
| JP MORGAN ASSET MANAGEMENT NONE | Investment management Service code 28 | 430 W 7TH ST SUITE 219143 KANSAS CITY, MO 641051407 | $81K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $77K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $53K |
| GEORGES AND SYNOWIECKI, LTD. EIN 36-3246372 NONE | Legal Service code 29 | — | $53K |
| WESTERN ASSET NONE | Investment management Service code 28 | 385 E. COLORADO BLVD PASADENA, CA 91101 | $42K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Claims processing Service code 12 | — | $38K |
| LOOMIS, SAYLES & COMPANY EMPLOYEE | Investment management Service code 28 | 1 FINANCIAL CTR BOSTON, MA 02111 | $32K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Other services Service code 49 | — | $27K |
| COMERICA EIN 42-1741646 NONE | Custodial (securities) Service code 19 | — | $25K |
| MARQUETTE ADVISORS EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | 180 N LASALLE ST, SUITE 3500 CHICAGO, IL 60601 | $22K |
| VISION SERVICE PLAN NONE | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $18K |
| BNY MELLON EIN 25-6078093 NONE | Investment management Service code 28 | — | $11K |
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 | 1,302 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,302 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,302 | $395K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,302 | $395K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,302 | — |
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.