No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX EIN 33-0441200 NONE | Direct payment from the plan; Other fees; Float revenue; Claims processing Service code 12 | — | $6.6M |
| BLUECROSS BLUESHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing; Contract Administrator Service code 12 | — | $974K |
| ZENITH AMERICAN SOLUTIONS EIN 36-2365968 NONE | Copying and duplicating; Other services; Plan Administrator; Contract Administrator Service code 13 | — | $791K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $125K |
| VALENZ EIN 36-4869660 NONE | Other services Service code 49 | — | $63K |
| LANER MUCHIN EIN 36-3088463 NONE | Legal Service code 29 | — | $62K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $58K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Consulting (general) Service code 11 | — | $54K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Other investment fees and expenses; Custodial (securities); Investment management fees paid indirectly by plan; Float revenue; Investment management fees paid directly by plan Service code 19 | — | $44K |
| ASHER, GITTLER, & D'ALBA EIN 36-2786883 NONE | Legal Service code 29 | — | $36K |
| VISION SERVICE PLAN OF IL EIN 20-0891619 NONE | Claims processing; Contract Administrator Service code 12 | — | $29K |
| GREEN LIGHT EIN 45-5248276 NONE | Other services Service code 49 | — | $16K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Other services Service code 49 | — | $7K |
| SOMMERS & FAHRENBACH EIN 36-1796440 NONE | Copying and duplicating Service code 36 | — | $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 | 1,901 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,901 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD | 713 | $70K |
| Vision | VISION SERVICE PLAN | 1,906 | $160K |
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 1,902 | $6K |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 1,902 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,906 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.