No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | 300 E RANDOLPH ST CHICAGO, IL 60601 | $772K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Consulting (general) Service code 16 | 1 OAKBROOK TERRACE, STE 720 OAKBROOK TERRACE, IL 60181 | $140K |
| TERRY MUSTO EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $137K |
| CHARLEY GALASSINI EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $123K |
| BRIAN BENSON EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $107K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | 19 W JACKSON BLVD CHICAGO, IL 60604 | $104K |
| KATHLEEN AUSTIN EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $100K |
| BEVERLY HARRISON EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $82K |
| KAREN SLAUGHTER EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $68K |
| MAUREEN MINOGUE EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWY WARRENVILLE, IL 60555 | $67K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 401 E 162ND ST SOUTH HOLLAND, IL 60473 | $57K |
| JOYCE ROBOTHAM EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $56K |
| KAREEM MOHAMMED EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWY WARRENVILLE, IL 60555 | $51K |
| BMO HARRIS EIN 36-2085229 NONE | Custodial (securities) Service code 19 | — | $50K |
| ASB CAPITAL MANAGEMENT, LLC EIN 80-0618452 NONE | Investment management Service code 28 | 7501 WISCONSIN AVE, STE 1300W BETHESDA, MD 20814 | $44K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Other services Service code 49 | 2090 PALM BEACH LAKES BLVD WEST PALM BEACH, FL 33409 | $44K |
| CHRISTINE GROSS EMPLOYEE | Employee (plan) Service code 30 | 28600 BELLA VISTA PKWAY WARRENVILLE, IL 60555 | $44K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | PO BOX 3110 MILWAUKEE, WI 53201 | $37K |
| COMPREHENSIVE CONSULTING SOLUTIONS, EIN 52-2099008 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 10630 LITTLE PATUXENT PKWY, STE 224 COLUMBIA, MD 21044 | $30K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 566 W LAKE ST, STE 300 CHICAGO, IL 60661 | $30K |
| SAV-RX PRESCRIPTION SERVICE EIN 47-0527013 NONE | Plan Administrator Service code 14 | 224 NORTH PARK AVE FREMONT, NE 68025 | $24K |
| HEALTH MANAGEMENT CONCEPTS, INC. EIN 75-3189468 NONE | Consulting (general) Service code 16 | 181 COMMODORE DRIVE JUPITER, FL 33477 | $17K |
| DENTAL NETWORKS OF AMERICA NONE | Claims processing Service code 12 | 701 E 22ND STREET, SUITE 300 LOMBARD, IL 60148 | $17K |
| NATIONAL VISION ADMINISTRATION EIN 39-5449341 NONE | Claims processing Service code 12 | 1200 ROUTE 46 WEST CLIFTON, NJ 07013 | $17K |
| TOTAL ADMINISTRATIVE SERVICES CORP NONE | Contract Administrator Service code 13 | 2302 INTERNATIONAL LANE MADISON, WI 53704 | $16K |
| HUNT INSURANCE AGENCY, INC. EIN 36-2730032 NONE | Insurance brokerage commissions and fees Service code 53 | 12000 HARLEM AVE PALOS HEIGHTS, IL 60463 | $15K |
| BANSLEY & KIENER, LLP NONE | Accounting (including auditing) Service code 10 | 8745 WEST HIGGINS RD, STE 200 CHICAGO, IL 60631 | $15K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Consulting (general) Service code 16 | 180 NORTH LASALLE ST, STE 3500 CHICAGO, IL 60601 | $10K |
| RICHARD J WOLF & CO EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | PO BOX 591 PALOS PARK, IL 60464 | $9K |
| PREFERRED NETWORK ACCESS EIN 36-4018433 NONE | Other services Service code 49 | — | $9K |
| ERIC J FERNANDEZ & CO EIN 36-3141842 NONE | Accounting (including auditing) Service code 10 | 895 WEST MAIN STREET WEST DUNDEE, IL 60118 | $8K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | — | $6K |
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 | 1,227 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 798 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,025 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 2,095 | $67K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 818 | $1.1M |
| Other | UNION LABOR LIFE INSURANCE COMPANY | 2,095 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,095 | — |
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.