No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP. EIN 36-1236610 NONE | Claims processing Service code 12 | — | $2.5M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator Service code 13 | — | $1.1M |
| LANER MUCHIN, LTD. EIN 36-3088463 NONE | Legal Service code 29 | — | $409K |
| MED CARE MANAGEMENT EIN 88-0429522 NONE | Other services Service code 49 | — | $170K |
| NATIONAL INVESTMENT SERVICES,INC. EIN 80-0169636 NONE | Investment management Service code 28 | — | $118K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Other services Service code 49 | — | $116K |
| RIVERBRIDGE PARTNERS, LLC EIN 41-1930193 NONE | Investment management Service code 28 | — | $90K |
| SECOVA, INC. NONE | Other services Service code 49 | 3090 BRISTOL STREET SUITE 200 COSTA MESA, CA 92626 | $81K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Actuarial; Investment advisory (plan) Service code 11 | — | $72K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Claims processing Service code 12 | — | $62K |
| BANSLEY & KIENER, L.L.P. EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $54K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal Service code 29 | — | $46K |
| AMALGAMATED BANK EIN 51-6055057 NONE | Investment management; Other fees Service code 28 | — | $46K |
| NORTHERN TRUST EIN 36-1561860 NONE | Investment management Service code 28 | — | $11K |
| HUNT INSURANCE GROUP NONE | Insurance brokerage commissions and fees Service code 53 | 12000 HARLEM AVENUE PALOS HEIGHTS, IL 60463 | $5K |
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 | 5,798 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 5,798 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNION HEALTH SERVICE INC. | 3,937 | $11.1M |
| Dental(2 contracts, 2 carriers) | BLUE CARE DENTAL HMO | 12,150 | $2.2M |
| Vision | EYE MED VISION CARE | 5,579 | $435K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,150 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.