No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees Service code 99 | — | $887K |
| THE SEGAL CO. EIN 13-1975125 NONE | Actuarial Service code 11 | — | $144K |
| SIERRA INVESTMENT PARTNERS INC. EIN 68-0370668 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $133K |
| J. KRZYSKO EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| T. PALMER EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| S. CURATOLA EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $113K |
| K. DANIELS EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $75K |
| J. WITT EIN 36-2688697 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $69K |
| COMPSYCH EIN 36-3739783 NONE | Other fees Service code 99 | — | $64K |
| J. FITZPATRICK EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| DR. JORGE CASTANEDA NONE | Consulting fees Service code 70 | 1645 W. JACKSON BLVD., SUITE 300 CHICAGO, IL 60612 | $60K |
| S. HEMBREE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| A. WOJCIECHOWSKI EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| R. SANDOVAL EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| MED-CARE MANAGEMENT EIN 88-0429522 NONE | Employee (plan) Service code 30 | — | $47K |
| D. LOPEZ EIN 36-2688697 EMPLOYEE | Other fees Service code 99 | — | $47K |
| WISCONSINRX COOPERATIVE EIN 04-3775178 NONE | Other fees Service code 99 | — | $46K |
| BAUM, SIGMAN, AUERBACH AND NEUMAN EIN 36-2744057 NONE | Legal Service code 29 | — | $44K |
| L. PALMSONE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| BANSLEY AND KIENER LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $40K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $30K |
| CHICAGO EQUITY PARTNERS EIN 36-4338679 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $30K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Other fees Service code 99 | — | $19K |
| RED CARD SYSTEMS LLC EIN 20-5388701 NONE | Other services Service code 49 | — | $19K |
| LOCAL 705 I.B. OF T. EIN 36-1265100 AFFILIATED ORG. | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $18K |
| ABEL NOSER CORP. NONE | Securities brokerage commissions and fees Service code 71 | ONE BATTERY PARK PLAZA NEW YORK, NY 10004 | $15K |
| CAREMARK EIN 05-0340626 NONE | Claims processing; Other fees Service code 12 | — | $12K |
| MESIROW INSURANCE SERVICES, INC | Insurance brokerage commissions and fees Service code 53 | — | $11K |
| CHICAGO PRESS EIN 36-0903890 NONE | Other services Service code 49 | — | $9K |
| DATALYNX NONE | Consulting (general) Service code 16 | 161 TIMBER CREEK DRIVE EAST YORKVILLE, IL 60560 | $9K |
| FAIR HEALTH, INC. EIN 90-0524293 NONE | Other fees Service code 99 | — | $7K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $5K |
| JACKSON LEWIS PC EIN 13-1863997 NONE | Legal Service code 29 | — | $5K |
| MESIROW INSURANCE SERVICES, INC. EIN 36-3429604 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 1,699 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 305 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,004 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.