No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GROUP ADMINISTRATORS EIN 36-3381052 NONE | Contract Administrator; Other fees Service code 13 | — | $58K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $40K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $36K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management; Soft dollars commissions Service code 28 | — | $26K |
| LANER MUCHIN, LTD EIN 36-3088463 NONE | Legal Service code 29 | — | $17K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Float revenue; Custodial (securities) Service code 19 | — | $11K |
| TEAMSTERS LOCAL NO. 743 UNION EIN 36-1757834 SPONSORING UNION | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
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 | 928 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 936 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 291 | $2.3M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 729 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 729 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.