No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing Service code 12 | — | $438K |
| CYGAN HAYES, LTD EIN 36-3332152 NONE | Accounting (including auditing) Service code 10 | — | $113K |
| LUCY N GUERRERO EIN 36-2344463 NONE | Employee (plan) Service code 30 | — | $78K |
| SANDS CAPITAL MANAGEMENT EIN 20-2830751 NONE | Investment management Service code 28 | — | $67K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $61K |
| PAVILION ADVISORY GROUP EIN 04-3831795 NONE | Investment advisory (plan) Service code 27 | — | $59K |
| HARRIS ASSOCIATES EIN 04-3276558 NONE | Investment management Service code 28 | — | $55K |
| ANGELA M SMOLINSKI EIN 36-2344463 NONE | Employee (plan) Service code 30 | — | $48K |
| TERRY A ROCCO EIN 36-2344463 NONE | Plan Administrator Service code 14 | — | $48K |
| BONNIE L CARUSO EIN 36-2344463 NONE | Employee (plan) Service code 30 | — | $46K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $43K |
| BAUM SIGMAN AUERBACH PIERSON EIN 36-2744057 NONE | Legal Service code 29 | — | $38K |
| PRASAD I ELAMANA EIN 36-2344463 NONE | Employee (plan) Service code 30 | — | $33K |
| DENISE M BOZYK EIN 36-2344463 NONE | Employee (plan) Service code 30 | — | $26K |
| SILVERCREST ASSET MANAGEMENT NONE | Investment management Service code 28 | 1330 AVENUE OF THE AMERICAS 38TH FL NEW YORK, NY 10019 | $21K |
| BANK OF AMERICA EIN 94-1687665 NONE | Account maintenance fees Service code 65 | — | $17K |
| ASSOCIATED AGENCIES, INC. EIN 36-2709020 NONE | Insurance agents and brokers Service code 22 | — | $14K |
| BMO - HARRIS NONE | Custodial (securities) Service code 19 | 11270 WEST PARK PLACE SUITE 400 MILWAUKEE, WI 532243638 | $10K |
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 | 949 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 969 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.