No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Non-monetary compensation; Other insurance fees and expenses; Claims processing; Contract Administrator Service code 12 | — | $4.3M |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management fees paid directly by plan; Float revenue; Custodial (securities); Investment management Service code 19 | — | $251K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal Service code 29 | — | $146K |
| M. PIZARRO EIN 36-2857218 ADMINISTRATOR | Plan Administrator Service code 14 | — | $141K |
| BANSLEY AND KIENER, LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $129K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $120K |
| A. JOSEPH EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| BENEFITS MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $112K |
| A. PERRY EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $103K |
| L. DOPORCYK EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $100K |
| K. BAKER EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| M. VALDOVINOS EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $89K |
| L. HYNES EIN 36-2857218 NONE | Employee (plan) Service code 30 | — | $83K |
| A. DOBRZYNIECKI EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| S. CHAVEZ EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| M. FRICANO EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| J. HERRERA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| C. O'BRIEN EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| D. GARCIA EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial Service code 11 | — | $66K |
| Y. GONZALEZ EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| E. BAK EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| J. LUCERO EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| J. HYDZIK EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| A. LENARD EIN 36-2857218 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| TAB SERVICE COMPANY EIN 36-2463139 NONE | Copying and duplicating Service code 36 | — | $21K |
| HELLMUTH, OBATA & KASSABAUM, INC. EIN 43-1723985 NONE | Consulting (general) Service code 16 | — | $14K |
| DIVERSIMED INC. EIN 59-2963790 NONE | Consulting (general) Service code 16 | — | $14K |
| SOMMERS & FAHRENBACH, INC EIN 36-1796440 NONE | Copying and duplicating; Participant communication Service code 36 | — | $14K |
| WASHINGTON STREET INSURANCE GROUP EIN 36-4019884 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $13K |
| K+ TECHNOLOGY SOLUTIONS, LLC EIN 36-4282001 NONE | Consulting (general) Service code 16 | — | $12K |
| JLL VALUATION & ADVISORY SERVICES EIN 81-3802842 NONE | Valuation (appraisals, etc.) Service code 34 | — | $10K |
| BEACON TECHNOLOGIES GROUP EIN 35-2060827 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| RETIREMENT SOLUTION GROUP, LLC EIN 20-2668095 NONE | Soft dollars commissions; Contract Administrator Service code 13 | — | $3K |
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 | 11,351 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,374 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD OF ILLINOIS | 21,580 | $2.9M |
| Vision | UNION HEALTH SERVICE, INC. | 11,286 | $40.9M |
| Prescription drug | UNION HEALTH SERVICE, INC. | 11,286 | $40.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,580 | — |
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.