No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH, LLC EIN 26-0103977 NONE | Claims processing Service code 12 | — | $851K |
| BLUE CROSS/BLUE SHIELD EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing Service code 12 | — | $775K |
| UNION EYES EIN 83-3067276 NONE | Claims processing Service code 12 | — | $477K |
| BENEFITS MANAGEMENT GROUP EIN 20-0188125 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $384K |
| BLUEGRASS HEALTH SOLUTIONS EIN 38-4251369 NONE | Consulting (general) Service code 16 | — | $326K |
| SAV-RX EIN 47-0527013 NONE | Claims processing Service code 12 | — | $136K |
| GREGORIO, STEC, KLEIN & HOSE EIN 99-0408958 NONE | Legal Service code 29 | — | $92K |
| FIRST LIGHT ASSET MANAGEMENT EIN 47-4771203 NONE | Investment management; Soft dollars commissions Service code 28 | — | $82K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $54K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Consulting (general) Service code 11 | — | $52K |
| MIDWEST INSTITUTIONAL TRUST CO EIN 93-1799133 NONE | Float revenue; Custodial (securities) Service code 19 | — | $51K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $45K |
| ENVISION HEALTHCARE INC EIN 62-1493316 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $42K |
| FIDUCIENT ADVISORS EIN 36-4001764 NONE | Investment advisory (plan) Service code 27 | — | $24K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Other services Service code 49 | — | $22K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Consulting (general) Service code 16 | — | $14K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Float revenue Service code 19 | — | $13K |
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 | 1,052 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 507 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,559 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 558 | $675K |
| Vision | BLUE CROSS BLUE SHIELD | 558 | $675K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 558 | — |
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."
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.