No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS/BLUE SHIELD EIN 36-1236610 NONE | Other insurance fees and expenses; Plan Administrator; Claims processing Service code 12 | — | $897K |
| CERNER HEALTH CONNECTIONS EIN 43-1732404 NONE | Claims processing Service code 12 | — | $778K |
| BENEFITS MANAGEMENT GROUP EIN 20-0188125 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $368K |
| UNION EYES EIN 83-3067276 NONE | Plan Administrator Service code 14 | — | $294K |
| SAV-RX EIN 47-0527013 NONE | Claims processing; Plan Administrator Service code 12 | — | $117K |
| FIRST LIGHT ASSET MANAGEMENT EIN 47-4771203 NONE | Investment management Service code 28 | — | $83K |
| GREGORIO, STEC, KLEIN & HOSE EIN 36-4028033 NONE | Legal Service code 29 | — | $73K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Accounting (including auditing) Service code 10 | — | $63K |
| EDWARDS HEALTH CARE SERVICES EIN 34-1774213 NONE | Other services Service code 49 | — | $46K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Custodial (securities) Service code 19 | — | $40K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 11 | — | $40K |
| ENVISION HEALTHCARE INC EIN 62-1493316 NONE | Claims processing Service code 12 | — | $36K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| FIDUCIENT ADVISORS EIN 36-4001764 NONE | Consulting (pension) Service code 17 | — | $24K |
| GENESIS HEALTH TECHNOLOGIES EIN 01-0926618 NONE | Other services Service code 49 | — | $20K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Other services Service code 49 | — | $20K |
| BLUEGRASS HEALTH SOLUTIONS NONE | Other services Service code 49 | 715 KENTUCKY AVE PADUCAH, KY 42003 | $17K |
| HEALTH DYNAMICS EIN 39-1923786 NONE | Direct payment from the plan Service code 50 | — | $16K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities) Service code 19 | — | $13K |
| MORGAN BIRGE & ASSOCIATES EIN 36-4330980 NONE | Other services Service code 49 | — | $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 | 957 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 475 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 523 | $452K |
| Vision | BLUE CROSS BLUE SHIELD | 523 | $452K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 523 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.