No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL EIN 36-1236610 NONE | Other fees; Other insurance fees and expenses; Claims processing Service code 12 | — | $22.7M |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Claims processing Service code 12 | — | $8.1M |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Insurance services Service code 23 | — | $3.2M |
| VALENZ CARE EIN 36-4869660 NONE | Other services Service code 49 | — | $2.0M |
| INCLUDED HEALTH, INC. EIN 45-3580052 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $1.6M |
| WEX HEALTH, INC EIN 06-1593514 NONE | Other fees; Claims processing Service code 12 | — | $769K |
| TELADOC, INC EIN 04-3705970 NONE | Other services Service code 49 | — | $725K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $630K |
| BNY MELLON EIN 25-6078093 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $526K |
| KEVIN CHESNIAK EIN 36-6066988 EMPLOYEE | Employee (plan); Plan Administrator; Non-monetary compensation Service code 14 | — | $520K |
| CHANGE HEALTHCARE SOLUTIONS, LLC EIN 20-5716594 NONE | Copying and duplicating; Other services Service code 36 | — | $510K |
| DENTAL NETWORK OF AMERICA LLC EIN 36-3339483 NONE | Claims processing Service code 12 | — | $495K |
| UNITED SYSTEMS AND SOFTWARE, INC. EIN 59-1918677 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $379K |
| FOSTER & FOSTER, INC EIN 59-1921114 NONE | Actuarial; Consulting (general) Service code 11 | — | $319K |
| WESTERN ASSET MGMT CO. EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $288K |
| ASHER GITTLER & D'ALBA, LTD EIN 36-2786883 NONE | Legal Service code 29 | — | $225K |
| MARY GARITE EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $223K |
| JEFFREY MARSHALL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $208K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $192K |
| KATHLYN HAMES EIN 36-6066988 EMPLOYEE | Non-monetary compensation; Employee (plan) Service code 30 | — | $189K |
| MITTERA GROUP, INC EIN 42-1028248 NONE | Copying and duplicating Service code 36 | — | $188K |
| DAVID MINEAU EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $186K |
| WITHUM SMITH BROWN PC EIN 22-2027092 NONE | Accounting (including auditing) Service code 10 | — | $176K |
| MARY HAYES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $171K |
| HEALTH DATA & MGMT SOLUTIONS, INC EIN 52-2182411 NONE | Consulting (general) Service code 16 | — | $161K |
| DWAYNE JOYNER EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $150K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $150K |
| TRUSTMARK LIFE INS. CO. EIN 36-3421358 NONE | Claims processing Service code 12 | — | $149K |
| SARAH GUST EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $143K |
| DEBORAH FEINGOLD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $135K |
| GERALYN HAMES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $135K |
| MICHELLE BIESCHEL-NEWTON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $132K |
| BNP PARIBAS ASSET MGMT USA, INC EIN 13-2758875 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $129K |
| KARA THOMAS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $124K |
| SUSAN CLARK EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| PENNY GARMAN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| WENDY WILLIAMS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| MARIA RAMIREZ EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $117K |
| PATRICIA ROMMEL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| VENESSA PATCH EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| CAROL KURAS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| SANDY RAMEY EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| LAURA BUSSMAN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $111K |
| KIMBERLY BURNETT EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $111K |
| CHRISTINA MICARI EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| TRUVERIS, INC EIN 27-4345686 NONE | Other services Service code 49 | — | $110K |
| SHAMILA CASSIM EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| CINDALEE ALLEN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| GEORGIANNE HUDSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| PEGGY OLSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
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 | 63,202 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,833 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 66,035 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 59,013 | $4.6M |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 59,013 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 59,013 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.