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 | — | $997K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $137K |
| T. PALMER EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $132K |
| S. CURATOLA EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $125K |
| THE SEGAL COMPANY, INC. EIN 13-1975125 NONE | Actuarial Service code 11 | — | $123K |
| K. DANIELS EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| K. MCNAMARA EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $85K |
| J. WITT EIN 36-2688697 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $74K |
| MESIROW INSURANCE SERVICE, INC. EIN 36-3429604 NONE | Insurance brokerage commissions and fees Service code 53 | — | $72K |
| S. HEMBREE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Other fees Service code 99 | — | $67K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Employee (plan) Service code 30 | — | $64K |
| J. FITZPATRICK EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| A. WOJCIECHOWSKI EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $61K |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD. EIN 36-2744057 NONE | Legal Service code 29 | — | $61K |
| BANSLEY AND KIENER LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $56K |
| D. LOPEZ EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| NATIONAL COOPERATIVE RX EIN 04-3775178 NONE | Other fees Service code 99 | — | $48K |
| L. PALMSONE EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| C. BOGGS EIN 36-2688697 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| RED CARD SYSTEMS LLC EIN 20-5388701 NONE | Other services Service code 49 | — | $41K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| ABEL NOSER CORP | Securities brokerage commissions and fees Service code 71 | ONE BATTERY PARK PLAZA NEW YORK, NY 10004 | $23K |
| DATALYNX NONE | Consulting (general) Service code 16 | 161 TIMBER CREEK DR. EAST YORKVILLE, IL 60560 | $17K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Other fees Service code 99 | — | $17K |
| FAIR HEALTH, INC. EIN 90-0524293 NONE | Other fees Service code 99 | — | $15K |
| 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 | — | $14K |
| JACKSON LEWIS P.C. EIN 13-1863997 NONE | Legal Service code 29 | — | $8K |
| SCHIELE GRAPHICS, INC. EIN 36-2430120 NONE | Copying and duplicating Service code 36 | 1880 BUSSE ROAD ELK GROVE VILLAGE, IL 60007 | $6K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $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 | 1,758 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 248 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,006 | 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.