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 |
|---|---|---|---|
| ILLINOIS ADVOCATES LLC EIN 46-1047517 NONE | Other services Service code 49 | — | $2.0M |
| WILLIG, WILLIAMS & DAVIDSON EIN 23-2416488 NONE | Legal Service code 29 | — | $85K |
| BANSLEY AND KIENER, L.L.P. EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $26K |
| C. TOMINBERG EIN 36-3429967 TRUSTEE | Consulting (general); Non-monetary compensation; Trustee (individual) Service code 16 | — | $15K |
| G. YOUMANS EIN 36-3429967 TRUSTEE | Consulting (general); Non-monetary compensation; Trustee (individual) Service code 16 | — | $8K |
| COMERICA EIN 42-1741646 NONE | Shareholder servicing fees; Float revenue; Investment management; Other services; Other fees Service code 28 | — | $6K |
| MARCO CONSULTING EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $6K |
| AMALGAMATED BANK EIN 36-0721895 NONE | Other fees; Float revenue Service code 62 | — | $1K |
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 | 4,432 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,432 | 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."
No prospect flags tripped on this filing.