No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV-RX EIN 47-0527013 NONE | Claims processing; Plan Administrator Service code 12 | 224 NORTH PARK AVENUE FREEMONT, NE 68025 | $2.3M |
| BLUE CROSS/BLUE SHIELD EIN 36-1236610 NONE | Plan Administrator; Claims processing Service code 12 | 300 EAST RANDOLPH CHICAGO, IL 60601 | $515K |
| BENEFITS MANAGEMENT GROUP EIN 20-0188125 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | 903 COMMERCE DRIVE, SUITE 304 OAKBROOK, IL 60523 | $272K |
| HEALTH DYNAMICS EIN 39-1923786 NONE | Direct payment from the plan Service code 50 | 377 W. RIVER WOODS PARKWAY GLENDALE, WI 53212 | $113K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Other services Service code 49 | 181 COMMODORE DRIVE JUPITER, FL 33477 | $90K |
| GREGORIO & ASSOCIATES EIN 36-4028033 NONE | Legal Service code 29 | 2 N. LASALLE STREET, SUITE 1650 CHICAGO, IL 60602 | $51K |
| TFBC, LLC EIN 27-3782504 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Actuarial Service code 11 | 2 MID AMERICA PLAZA, SUITE 800 OAKBROOK TERRACE, IL 60181 | $48K |
| JB INVESTMENT MANAGEMENT, LLC EIN 61-1550321 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 13890 BISHOPS DRIVE, SUITE 350 BROOKFIELD, WI 53005 | $40K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Accounting (including auditing) Service code 10 | 540 WEST MADISON STREET CHICAGO, IL 606612551 | $39K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Custodial (securities) Service code 19 | — | $33K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 566 WEST LAKE STREET, SUITE 300 CHICAGO, IL 60661 | $29K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | 801 OGDEN AVENUE LISLE, IL 60532 | $27K |
| DIMEO SCHNEIDER & ASSOC. EIN 36-4001764 NONE | Consulting (pension) Service code 17 | 500 WEST MADISON STREET, SUITE 3855 CHICAGO, IL 60661 | $22K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities) Service code 19 | ONE WEST MONROE CHICAGO, IL 606035301 | $18K |
| EMPLOYEE RESOURCE SYSTEMS NONE | Other services Service code 49 | 29 E MADISON ST CHICAGO, IL 60602 | $17K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | 311 SOUTH WACKER DRIVE, SUITE 4000 CHICAGO, IL 60606 | $8K |
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 | 905 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 373 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,278 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.