No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AON HEWITT EIN 36-2235791 NONE | Actuarial Service code 11 | 200 EAST RANDOLPH CHICAGO, IL 60601 | $150K |
| TIC INTL CORP EIN 13-2600875 NONE | Plan Administrator Service code 14 | 11590 N MERIDIAN ST STE 6 CARMEL, IN 46032 | $118K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | 1000 NORTH WATER ST MILWAUKEE, WI 53202 | $42K |
| MEKETA EIN 04-2659023 NONE | Investment advisory (plan) Service code 27 | 100 LOWDER BROOK DR WESTWOOD, MA 02090 | $11K |
| EKJ & CO., LLP EIN 36-2769783 NONE | Accounting (including auditing) Service code 10 | 2122 YEOMAN ST WAUKEGAN, IL 60085 | $9K |
| RICHARD WOLF EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | PO BOX 591 PALOS PARK, IL 60464 | $8K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment advisory (plan) Service code 27 | 275 7TH ST NEW YORK, NY 10001 | $7K |
| ERIC HERNANDEZ & CO EIN 36-3141842 NONE | Accounting (including auditing) Service code 10 | 895 W. MAIN ST WEST DUNDEE, IL 60018 | $6K |
| DISABATO ADVISORS, LLC EIN 35-2323525 NONE | Investment advisory (plan) Service code 27 | 525 W. MONROE STE 560 CHICAGO, IL 60601 | $5K |
| CALIBRE EIN 36-3701668 NONE | Accounting (including auditing) Service code 10 | 566 W. LAKE ST CHICAGO, IL 60601 | $1K |
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 | 664 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 448 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS/BLUE SHIELD | 2,125 | $7.3M |
| Dental | BLUE CROSS/BLUE SHIELD | 2,125 | $7.3M |
| Vision | BLUE CROSS/BLUE SHIELD | 2,125 | $7.3M |
| Life insurance | METLIFE | 672 | $20K |
| Short-term disability | METLIFE | 672 | $20K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 952 | $409K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,125 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
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.