No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Other fees Service code 99 | — | $4.7M |
| MCARDLE JAMES EIN 36-2857218 FUND MANAGER | Employee (plan) Service code 30 | — | $148K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal Service code 29 | — | $131K |
| AKEN SHANNON EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Other fees; Investment management fees paid directly by plan Service code 19 | — | $105K |
| OSINSKI EVA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $100K |
| BANSLEY AND KIENER, L.L.P EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $94K |
| PERRY ANDREA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| KEMP LOLITA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| BAKER KAREN EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| DOBRZYNIECKI ALICJA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| BENEFITS MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $64K |
| TFBC, LLC EIN 27-3782504 NONE | Consulting (general) Service code 16 | — | $63K |
| HYNES LAURA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| URBANSKA BOZENNA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $61K |
| PARKER PATRICIA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| FRICANO MARIO EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| ESPINOZA-HARO CRISTINA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| O'BRIEN CATHERINE EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| LIRA DALILA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| BASYS, INC. EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $55K |
| BAK EVA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| HYDZIK JOANNA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| GARCIA DELIA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| DIVERSIMED, INC. EIN 59-2963790 NONE | Other services Service code 49 | — | $38K |
| LUCERO JESSICA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| HERRERA JOSEPHINE EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $25K |
| RSM US L.L.P EIN 42-0714325 NONE | Consulting fees Service code 70 | — | $19K |
| HEALTH DATA INSIGHTS EIN 20-0350950 NONE | Other services Service code 49 | — | $17K |
| TAB SERVICE COMPANY EIN 36-2463139 NONE | Other services Service code 49 | — | $16K |
| BEACON TECHNOLOGIES GROUP EIN 35-2060827 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $13K |
| K-PLUS COMPUTER SERVICES, L.L.C EIN 36-4282001 NONE | Consulting (general) Service code 16 | — | $12K |
| CBON CONSULTING SERVICES, L.L.C EIN 46-2504845 NONE | Consulting fees Service code 70 | — | $11K |
| INSIGHT DIRECT US, INC. EIN 36-3948996 NONE | Other services Service code 49 | — | $7K |
| WASHINGTON STREET INSURANCE GROUP EIN 36-4019984 NONE | Insurance agents and brokers Service code 22 | — | $6K |
| ASMED HEALTH PARTNERSHIP, INC. EIN 27-4189010 NONE | Other services Service code 49 | — | $6K |
| GAYNOR STANLEY EIN 36-2857218 TRUSTEE | Trustee (individual) Service code 20 | — | $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 | 14,813 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,849 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUECARE DENTAL DMO | 27,598 | $3.6M |
| Vision | UNION HEALTH SERVICES, INC. | 13,318 | $39.0M |
| Prescription drug | UNION HEALTH SERVICES, INC. | 13,318 | $39.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,598 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.