No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing; Contract Administrator Service code 12 | — | $11.5M |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Contract Administrator; Non-monetary compensation; Claims processing; Other insurance fees and expenses Service code 12 | — | $1.6M |
| PRUDENTIAL TRUST CO. EIN 52-1679020 NONE | Investment management fees paid indirectly by plan; Investment management; Custodial (securities); Other investment fees and expenses; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $135K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Claims processing; Contract Administrator Service code 12 | — | $127K |
| MED-CARE MANAGEMENT EIN 88-0429522 NONE | Consulting (general) Service code 16 | — | $120K |
| FOSTER & FOSTER, INC. EIN 59-1921114 NONE | Consulting (general); Actuarial Service code 11 | — | $105K |
| SUE SELIMOS EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| ASHER, GITTLER & D'ALBA, LTD. EIN 36-2786883 NONE | Legal Service code 29 | — | $88K |
| JULIE SZCZEPANIK EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| DIANNA HAYES EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $73K |
| DEBORAH ESCH EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| MARGARET PARKS EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $61K |
| ANDREA BICKNELL EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| CJBS, LLC EIN 36-3524803 NONE | Accounting (including auditing) Service code 10 | — | $58K |
| MESIROW FINANCIAL INV MANAGEMENT IN NONE | Investment management; Other investment fees and expenses Service code 28 | 353 N. CLARK STREET CHICAGO, IL 60654 | $56K |
| GUADALUPE MARTINEZ EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| JOSE COLIN EIN 36-6158494 EMPLOYEE | Employee (plan); Non-monetary compensation; Plan Administrator Service code 14 | — | $54K |
| RICHARD SIEBERT EIN 36-6158494 EMPLOYEE | Employee (plan); Non-monetary compensation Service code 30 | — | $53K |
| PAMELA KAUTZ EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| TERESA SELIG EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $44K |
| JENNIFER BRANDT EIN 36-6158494 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| EYE MED VISION CARE EIN 31-1656473 NONE | Contract Administrator; Claims processing Service code 12 | — | $40K |
| EMDEON BUSINESS SERVICES EIN 20-2058917 NONE | Copying and duplicating Service code 36 | — | $35K |
| INCOME RESEARCH & MANAGEMENT NONE | Investment management Service code 28 | 100 FEDERAL STREET, 33RD FLOOR BOSTON, MA 02110 | $33K |
| MARCO CONSULTING GROUP, INC. EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $30K |
| PREFERRED NETWORK ACCESS, INC. EIN 36-4018433 NONE | Claims processing Service code 12 | — | $22K |
| CONTEXT 4 HEALTHCARE EIN 27-0386030 NONE | Other services Service code 49 | — | $9K |
| FREGA PAINTING & DECORATING NONE | Other services Service code 49 | 1041 WOODLAND AVE BATAVIA, IL 60510 | $9K |
| TCMS EIN 32-0112720 NONE | Other services Service code 49 | — | $7K |
| DOMINIC ROMANAZZI EIN 36-6158494 TRUSTEE | Trustee (individual) Service code 20 | — | $5K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Other investment fees and expenses; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $4K |
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 | 2,932 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 833 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,765 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ELCO MUTUAL LIFE AND ANNUITY | 2,485 | $329K |
| Other | ELCO MUTUAL LIFE AND ANNUITY | 2,485 | $329K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,485 | — |
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.