No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICES CORP(BC/BS EIN 36-1236610 NONE | Claims processing Service code 12 | 300 E. RANDOLPH ST CHICAGO, IL 60601 | $845K |
| SEI INVESTMENTS EIN 23-1707341 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | ONE FREEDOM VALLEY DRIVE OAKS, PA 19456 | $221K |
| PATRICIA SHALES EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $169K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Consulting (general); Actuarial Service code 11 | 6120 ROLLING ROAD DRIVE MIAMI, FL 331565629 | $132K |
| MILDRED CRUZ EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| CATHERINE REVAN EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| CINDY YOUNG EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| HOLLY FERRARINI EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| DAVID UGARTE EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| SUSAN VANBUREN EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| MANAGED CARE STAFFERS NONE | Other services Service code 49 | 2604 DEMPSTER ST, STE 409 PARK RIDGE, IL 60068 | $75K |
| KIMBERLY WETZEL EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD. EIN 36-2744057 NONE | Legal Service code 29 | 200 WEST ADAMS STREET, STE 2200 CHICAGO, IL 60606 | $63K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 566 W. LAKE ST., STE 300 CHICAGO, IL 60661 | $62K |
| ISSI EIN 23-2182079 NONE | Consulting (general) Service code 16 | TWO EXECUTIVE CAMPUS, STE 400 CHERRY HILL, NJ 08002 | $59K |
| NORTHERN TRUST CO EIN 36-2723087 NONE | Custodial (securities) Service code 19 | 50 SOUTH LASALLE STREET CHICAGO, IL 60603 | $40K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Consulting fees; Consulting (general); Employee (plan) Service code 16 | 29 E. MADISON, STE 1600 CHICAGO, IL 60602 | $31K |
| DOWD BLOCH & BENNETT EIN 36-3371377 NONE | Legal Service code 29 | 8 SOUTH MICHIGAN AVE., 19TH FLOOR CHICAGO, IL 60603 | $29K |
| CAREMARK EIN 95-3382344 NONE | Claims processing Service code 12 | 2215 SANDERS ROAD, STE 600 NORTHBROOK, IL 60062 | $26K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 701 E 22ND ST 300 LOMBARD, IL 60148 | $19K |
| NORTHERN PRINT NETWORK NONE | Copying and duplicating Service code 36 | 1400 S. WOLF RD., 102 WHEELING, IL 60090 | $14K |
| LEAH BANBURY EIN 36-6219639 EMPLOYEE | Employee (plan) Service code 30 | — | $14K |
| ALLEGRA COAL CITY EIN 32-0447805 NONE | Copying and duplicating Service code 36 | 273 S BROADWAY ST. COAL CITY, IL 60416 | $13K |
| MEDICAL REVIEW INSTITUTE NONE | Other services Service code 49 | 2875 SOUTH DECKER LAKE DR, STE 300 SALT LAKE CITY, UT 84119 | $11K |
| EYEMED VISION CARE, INC. EIN 31-1339854 NONE | Claims processing Service code 12 | 4000 LUXOTTICA PLACE MASON, OH 45040 | $11K |
| IKON SOFTWARE INC. EIN 36-4329379 NONE | Consulting (general) Service code 16 | 415 W. GOLF RD, STE 7 ARLINGTON HEIGHTS, IL 60005 | $7K |
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 | 1,424 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 350 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,774 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 1,767 | $390K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,774 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.