No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Contract Administrator; Other services; Claims processing Service code 12 | — | $889K |
| BENEFITS MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Plan Administrator Service code 14 | — | $296K |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Claims processing; Insurance brokerage commissions and fees; Non-monetary compensation; Contract Administrator; Direct payment from the plan; Other services Service code 12 | — | $172K |
| SUSAN GWALTNEY EIN 36-6110305 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $54K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial Service code 11 | — | $42K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $35K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| MEDICAL COST MANAGEMENT CORP. EIN 36-3445315 NONE | Claims processing; Other services Service code 12 | — | $24K |
| FLU EASE EIN 30-0372751 NONE | Other services Service code 49 | — | $20K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $18K |
| STRATEGIC CAP INV ADVISORS EIN 36-4268991 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $16K |
| BETTER LIFE WELL. SWEDISH AMERICAN EIN 36-2222696 NONE | Other services Service code 49 | — | $13K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Claims processing; Other services Service code 12 | — | $11K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Contract Administrator; Claims processing Service code 12 | — | $11K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Other investment fees and expenses; Float revenue Service code 19 | — | $5K |
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 | 405 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 244 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 649 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | TRUSTMARK LIFE INSURANCE COMPANY | 471 | $40K |
| Other | TRUSTMARK LIFE INSURANCE COMPANY | 471 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 471 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.