No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $342K |
| A. WYDRA EIN 36-6033202 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $164K |
| D. CARROLL EIN 36-6033202 EMPLOYEE | Employee (plan) Service code 30 | — | $124K |
| R. REMBLOS EIN 36-6033202 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| R. ORTIZ EIN 36-6033202 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| VALENZ CARE EIN 81-5149270 NONE | Other services Service code 49 | — | $51K |
| TFBC LLC EIN 27-3782504 NONE | Consulting (general) Service code 16 | — | $50K |
| HOURGLASS TECHNOLOGIES EIN 46-1959061 NONE | Other services; Consulting (general) Service code 16 | — | $49K |
| MARCO, MCGUIRE & ARREOLA LLC EIN 88-4115449 NONE | Legal Service code 29 | — | $47K |
| P. THIES EIN 36-6033202 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| LEGACY PROFESSIONALS EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $29K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $18K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| BMO HARRIS, N.A. EIN 36-2085229 NONE | Investment management; Custodial (securities); Float revenue Service code 19 | — | $15K |
| UNITED ACTUARIAL EIN 35-2156428 NONE | Actuarial Service code 11 | — | $14K |
| CENTRAL PRINTERS EIN 36-3940419 NONE | Other services Service code 49 | — | $11K |
| ENVISION HEALTHCARE EIN 87-4299195 NONE | Claims processing; Other services Service code 12 | — | $8K |
| MACNELL ACCOUNTING & CONSULTING LLC EIN 30-0510353 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
| LABOR FIRST EIN 06-1750191 NONE | Other insurance fees and expenses Service code 73 | — | $0 |
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 | 600 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 169 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 769 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 685 | $206K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 685 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.