No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD IL EIN 36-1236610 NONE | Claims processing Service code 12 | — | $203K |
| UMR INC. EIN 39-1995276 NONE | Plan Administrator Service code 14 | — | $203K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | 184 SHUMAN BLVD, SUITE 305 NAPERVILLE, IL 60563 | $109K |
| TIC INTERNATIONAL CORPORATION EIN 36-2327771 NONE | Plan Administrator Service code 14 | — | $100K |
| IBEW LOCAL 150 PENSION FUND EIN 36-6140629 AFFILIATED BENEFIT FUND | Other services Service code 49 | — | $83K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $79K |
| SAV RX EIN 47-0527013 NONE | Contract Administrator Service code 13 | — | $47K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $30K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $25K |
| LIBERTYVILLE BANK & TRUST NONE | Custodial (securities) Service code 19 | 507 N MILWAUKEE AVE LIBERTYVILLE, IL 60048 | $15K |
| EMPLOYEE RESOURCE SYSTEMS NONE | Consulting (general) Service code 16 | 29 E MADISON STREET SUITE 1600 CHICAGO, IL 60602 | $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 | 740 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 441 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,181 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | 455 | $1.4M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 666 | $27K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 979 | $546K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 979 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.