No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP. EIN 36-1236610 NONE | Other fees; Claims processing Service code 12 | — | $2.1M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator Service code 13 | — | $1.4M |
| VALENZ HEALTH EIN 36-4869660 NONE | Other services Service code 49 | — | $172K |
| LANER MUCHIN, LTD. EIN 36-3088463 NONE | Legal Service code 29 | — | $162K |
| REMEDY ANALYTICS INC. EIN 45-3151617 NONE | Consulting (general) Service code 16 | — | $150K |
| CVS HEALTH EIN 05-0340626 NONE | Claims processing Service code 12 | — | $127K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management Service code 28 | — | $120K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $117K |
| RIVERBRIDGE PARTNERS, LLC EIN 41-1930193 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $81K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $80K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Actuarial Service code 11 | — | $79K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Other fees; Investment management Service code 28 | — | $69K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Other services Service code 49 | — | $56K |
| MED CARE MANAGEMENT EIN 36-4869660 NONE | Other services Service code 49 | — | $33K |
| BANSLEY & KIENER, L.L.P. EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal Service code 29 | — | $14K |
| NORTHERN TRUST EIN 36-1561860 NONE | Float revenue; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $11K |
| SEGAL MARCO CONSULTING EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $8K |
| HUNT INSURANCE EIN 36-2730032 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 5,907 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,920 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNION HEALTH SERVICE INC. | 7,422 | $13.9M |
| Vision | EYE MED VISION CARE | 11,061 | $473K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,061 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.