No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH LLC NONE | Contract Administrator Service code 13 | 2400 MADISON ST BELLWOOD, IL 60104 | $1.1M |
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 NONE | Claims processing Service code 12 | — | $807K |
| UNION EYES EIN 83-3067276 NONE | Contract Administrator Service code 13 | — | $623K |
| SAV-RX PRESCRIPTION SERVICE EIN 47-0527013 NONE | Plan Administrator Service code 14 | — | $162K |
| TERRY MUSTO EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $134K |
| ASHLEY N. TREDER EIN 36-2951116 EMPLOYEE | Employee (plan) Service code 30 | — | $132K |
| FOSTER & FOSTER, INC. EIN 59-1921114 NONE | Actuarial; Consulting (general) Service code 11 | — | $120K |
| BRIAN BENSON EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $115K |
| BRIDGEWAY BENEFIT TECHNOLOGIES NONE | Other services Service code 49 | 300 S LENOLA RD MAPLE SHADE, NJ 08052 | $103K |
| MED-CARE MANAGEMENT EIN 88-0429522 NONE | Other services Service code 49 | — | $101K |
| RED-CARD SYSTEMS, LLC EIN 20-5388701 NONE | Claims processing Service code 12 | — | $94K |
| MATTHEW BANKS EIN 36-2951116 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| CYNTHIA POLSTER EIN 36-2951116 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| ARNOLD & KADJAN LLP EIN 36-2498571 NONE | Legal Service code 29 | — | $63K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $52K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $52K |
| TOTAL ADMINISTRATIVE SERVICES CORP EIN 39-1561025 NONE | Contract Administrator Service code 13 | — | $52K |
| BMO HARRIS EIN 36-2085229 NONE | Custodial (securities) Service code 19 | — | $50K |
| DIANA SABAL EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $49K |
| SARAH GARLINGER EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $49K |
| CHERYL MARTINEZ EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWY WARRENVILLE, IL 60555 | $47K |
| ASB CAPITAL MANAGEMENT, LLC EIN 80-0618452 NONE | Investment management Service code 28 | — | $41K |
| ABSOLUTE SOLUTIONS EIN 27-3584158 NONE | Other services Service code 49 | — | $40K |
| KAREN RONANA EIN 36-2951116 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $30K |
| CANDICE DANIEL EIN 36-2951116 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| LASALLE CONSULTING PARTNERS INC. EIN 36-4030449 NONE | Other services Service code 49 | — | $23K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $16K |
| RICHARD J WOLF & COMPANY INC. EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 NONE | Claims processing Service code 12 | — | $13K |
| ERIC J FERNANDEZ & CO EIN 36-3141842 NONE | Accounting (including auditing) Service code 10 | — | $11K |
| GREENBERG TRAURIG NONE | Legal Service code 29 | 77 WEST WACKER DRIVE CHICAGO, IL 60601 | $7K |
| GREGORIO STEC KLEIN AND HOSE EIN 36-4028033 NONE | Legal Service code 29 | — | $5K |
| MORGAN BIRGE AND ASSOCIATES EIN 36-4330980 NONE | Other services Service code 49 | — | $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 | 1,224 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,122 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,346 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 2,100 | $101K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 1,129 | $2.0M |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 2,100 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,100 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.