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 |
|---|---|---|---|
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $338K |
| HINES AND ASSOCIATES, INC. EIN 36-3545085 NONE | Other services Service code 49 | — | $242K |
| GREGORIO MARCO EIN 36-4028033 NONE | Legal Service code 29 | — | $195K |
| TOTAL ADMIN SERVICES CORPORATION EIN 36-1561025 NONE | Contract Administrator Service code 13 | — | $161K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $158K |
| PREFERRED NETWORK ACCESS, INC. EIN 36-4018433 NONE | Other services Service code 49 | — | $140K |
| RED CARD SYSTEMS, LLC EIN 20-5388701 NONE | Other services Service code 49 | — | $98K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing; Contract Administrator Service code 12 | — | $84K |
| JOSEPH OHM EIN 32-2141153 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $83K |
| ANTHONY ROTTMAN EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| IGNAZIA SURDYK EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| LANER MUCHIN LTD. EIN 36-3088463 NONE | Legal Service code 29 | — | $75K |
| SUZANNE MORRIN EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| GRACIELA DELGADO EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| BRENDA SPAID EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| ANNETTE KEYS EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $63K |
| THE SEGAL COMPANY (MIDWEST), INC. EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $59K |
| CHERYL MCNALLY EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Other services Service code 49 | — | $57K |
| BICC SYSTEMS, INC EIN 36-2852073 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Other services Service code 15 | — | $55K |
| NANCY JONES EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| DR. NADIM KHOURY EIN 03-6042064 NONE | Other services Service code 49 | — | $52K |
| CHRIS KOGUT EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Contract Administrator; Claims processing Service code 12 | — | $51K |
| BASYS, LLC EIN 52-1796473 NONE | Other services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $48K |
| PSG CONSULTING, LLC EIN 27-2345574 NONE | Other services Service code 49 | — | $45K |
| PAUL BOUDREAU EIN 36-0901490 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Float revenue Service code 19 | — | $38K |
| JENNIFER KRECJA EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| ELIZABETH STIERLE EIN 32-2141153 EMPLOYEE | Employee (plan) Service code 30 | — | $37K |
| DATAMATION IMAGING SERVICES EIN 36-4303011 NONE | Other services Service code 49 | — | $28K |
| EYEMED VISION CARE LLC EIN 31-1656473 NONE | Claims processing; Contract Administrator Service code 12 | — | $24K |
| STRATEGIC CAPITAL INV. ADVISORS EIN 36-4268991 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| REED SMITH NONE | Legal Service code 29 | 10 SOUTH WACKER DRIVE CHICAGO, IL 60606 | $12K |
| ONWARD HEALTHCARE CONSULTING, LLC EIN 82-1969445 NONE | Consulting (general) Service code 16 | — | $11K |
| BUCK GLOBAL LLC EIN 81-2983623 NONE | Consulting (general); Actuarial Service code 11 | — | $10K |
| UNION EYES, LLC EIN 83-3067276 NONE | Contract Administrator Service code 13 | — | $8K |
| STADTLER TECHNOLOGIES, LLC EIN 46-2406523 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 | 3,751 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,751 | 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.