No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL EIN 36-1236610 NONE | Other fees; Claims processing; Other insurance fees and expenses Service code 12 | — | $21.5M |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Claims processing Service code 12 | — | $11.3M |
| CONIFER VALUE BASED CARE LLC EIN 52-1964905 NONE | Other services Service code 49 | — | $3.6M |
| CARELON BEHAVIORAL HEALTH, INC EIN 54-1414194 NONE | Insurance services Service code 23 | — | $1.3M |
| INCLUDED HEALTH, INC. EIN 45-3580052 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $852K |
| WEX HEALTH, INC EIN 06-1593514 NONE | Claims processing; Other fees Service code 12 | — | $839K |
| BNY MELLON EIN 25-6078093 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $682K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $634K |
| KEVIN CHESNIAK EIN 36-6066988 EMPLOYEE | Employee (plan); Plan Administrator; Non-monetary compensation Service code 14 | — | $573K |
| FOSTER & FOSTER, INC EIN 59-1921114 NONE | Consulting (general); Actuarial Service code 11 | — | $513K |
| DENTAL NETWORK OF AMERICA LLC EIN 36-3339483 NONE | Claims processing Service code 12 | — | $505K |
| ASHER GITTLER & D'ALBA, LTD EIN 36-2786883 NONE | Legal Service code 29 | — | $374K |
| UNITED SYSTEMS AND SOFTWARE, INC. EIN 59-1918677 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $351K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 84-2694744 NONE | Other services Service code 49 | — | $336K |
| WESTERN ASSET MGMT CO. EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $315K |
| MITTERA GROUP, INC EIN 42-1028248 NONE | Copying and duplicating Service code 36 | — | $308K |
| MARY GARITE EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $258K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $237K |
| JEFFREY MARSHALL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $226K |
| FIDELITY INV. ASSET MGMT. LLC EIN 20-1733361 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $223K |
| KATHLYN HAMES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $207K |
| DAVID MINEAU EIN 36-6066988 EMPLOYEE | Non-monetary compensation; Employee (plan) Service code 30 | — | $204K |
| HEALTH DATA & MGMT SOLUTIONS, INC EIN 52-2182411 NONE | Consulting (general) Service code 16 | — | $194K |
| MARY HAYES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $187K |
| SARAH GUST EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $174K |
| TELADOC, INC EIN 04-3705970 NONE | Other services Service code 49 | — | $169K |
| DWAYNE JOYNER EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $165K |
| ABHISHEK GOYAL EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $161K |
| DEBORAH FEINGOLD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $161K |
| MICHELLE BIESCHEL-NEWTON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $159K |
| MULTIEMPLOYER.COM, INC EIN 94-3378692 NONE | Other services Service code 49 | — | $156K |
| 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 | — | $148K |
| GERALYN HAMES EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $148K |
| KARA THOMAS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $136K |
| SHAMILA CASSIM EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $130K |
| MARIA RAMIREZ EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $128K |
| VENESSA PATCH EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $128K |
| LAURA BUSSMAN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| PENNY GARMAN EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $126K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $125K |
| SANDY RAMEY EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $125K |
| NORMA ALCANTAR EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| CATHY HUBBARD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| DIANNA BRADFORD EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| GEORGIANNE HUDSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| CAROL KURAS EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| CHRISTINA MICARI EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $121K |
| PEGGY OLSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $121K |
| SUZANNE THOMPSON EIN 36-6066988 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
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 | 65,981 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,047 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 69,028 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 64,792 | $2.9M |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 64,792 | $2.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 64,792 | — |
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."
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.