No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX INC. EIN 33-0441200 NONE | Float revenue; Other fees; Claims processing Service code 12 | — | $14.3M |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Claims processing Service code 12 | — | $1.8M |
| VALENZ CARE EIN 36-4869660 NONE | Claims processing Service code 12 | — | $205K |
| LYNETTE S. ALLEN EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $168K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $126K |
| SONIA RIOS EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| DAISY M. SERRANO CRUZ EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $105K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services Service code 49 | — | $79K |
| ZELIS HEALTHCARE, LLC EIN 47-4319823 NONE | Claims processing Service code 12 | — | $77K |
| BOYD WATTERSON ASSET MANAGEMENT, LL EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $76K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $72K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial Service code 11 | — | $71K |
| WEAVER AND TIDWELL, LLP EIN 75-0786316 NONE | Accounting (including auditing) Service code 10 | — | $70K |
| GABRIELA RAMIREZ EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| GREEN LIGHT NONE | Other services Service code 49 | 1715 NORTH SCOTTSDALE RD, STE 350 SCOTTSDALE, AZ 83255 | $44K |
| M.D. SASS LLC EIN 13-2703405 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| MARIA ROSARIO EIN 36-2376645 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment advisory (plan) Service code 27 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $29K |
| ARISTOTLE CREDIT PARTNERS EIN 46-4179556 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $27K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (other than securities); Float revenue Service code 18 | — | $24K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| BANK OF AMERICA EIN 94-1687665 NONE | Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan Service code 21 | — | $19K |
| EVERACTIVE SOLUTIONS, INC. EIN 27-0988892 NONE | Consulting (general) Service code 16 | — | $16K |
| CHANGE HEALTHCARE SOLUTIONS LLC EIN 20-5716594 NONE | Claims processing Service code 12 | — | $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 | 4,975 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,975 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,982 | $256K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,982 | — |
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."
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.