No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX INC. EIN 33-0441200 NONE | Float revenue; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $17.2M |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Claims processing; Other insurance fees and expenses Service code 12 | — | $2.1M |
| VALENZ CARE EIN 36-4869660 NONE | Claims processing Service code 12 | — | $217K |
| LYNETTE S. ALLEN EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $159K |
| SONIA RIOS EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $141K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial Service code 11 | — | $124K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $101K |
| DAISY M. SERRANO CRUZ EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Other services; Other commissions Service code 49 | — | $88K |
| BOYD WATTERSON ASSET MANAGEMENT, LL EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $73K |
| GREEN LIGHT COST MGMT LLC EIN 45-5248276 NONE | Other services Service code 49 | — | $73K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $66K |
| ZELIS HEALTHCARE, LLC EIN 47-4319823 NONE | Claims processing Service code 12 | — | $65K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $52K |
| EVERACTIVE SOLUTIONS, INC. EIN 27-0988892 NONE | Consulting (general) Service code 16 | — | $39K |
| MARIA ROSARIO EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management fees paid directly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $31K |
| STRATEGIC CAPITAL INVESTMENT ADVIS EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $26K |
| M.D. SASS LLC EIN 13-2703405 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| ANTHONY IORI EIN 36-2376645 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $20K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Float revenue; Custodial (other than securities); Investment management; Soft dollars commissions Service code 18 | — | $15K |
| BANK OF AMERICA EIN 94-1687665 NONE | Investment management; Soft dollars commissions; Custodial (other than securities); Float revenue Service code 18 | — | $15K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $10K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment advisory (plan) Service code 27 | — | $9K |
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 | 5,517 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,517 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 5,498 | $332K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,498 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.