See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 5 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 6 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Investment management; Investment management fees paid directly by plan Service code 19 | — | $44K |
| AMERICAN DATA CENTRE EIN 36-6095542 NONE | Contract Administrator; Other services; Direct payment from the plan Service code 13 | — | $37K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $35K |
| JOE DICARO EIN 36-4143124 TRUSTEE | Trustee (individual) Service code 20 | — | $25K |
| ANTHONY DEGRADO IV EIN 36-4143124 TRUSTEE | Trustee (individual) Service code 20 | — | $24K |
| FRANK SMALARZ EIN 36-4143124 TRUSTEE | Trustee (individual) Service code 20 | — | $19K |
| THOMAS PARAVOLA NONE | Legal; Direct payment from the plan Service code 29 | PO BOX 66 ELMHURST, IL 60126 | $19K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $8K |
| ANTHONY DEGRADO III EIN 36-4143124 TRUSTEE | Trustee (individual) Service code 20 | — | $6K |
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 | 118 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 256 | $3.1M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE CO | 129 | $140K |
| Vision | VISION SERVICE PLAN | 127 | $14K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE CO | 165 | $28K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE CO | 120 | $44K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE CO | 165 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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."
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.