No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Other insurance fees and expenses; Contract Administrator; Claims processing Service code 12 | — | $6.9M |
| MCGANN KETTERMAN & RIOUX EIN 36-3968279 NONE | Legal Service code 29 | — | $758K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $564K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $530K |
| COMPSYCH EIN 36-3739783 NONE | Claims processing Service code 12 | — | $429K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Contract Administrator Service code 12 | — | $291K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $264K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $237K |
| BASYS INC EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Non-monetary compensation Service code 15 | — | $234K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $231K |
| AMALGAMATED BANK OF CHICAGO EIN 36-6228122 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management; Float revenue Service code 19 | — | $216K |
| PSG CONSULTING LLC | Consulting fees Service code 70 | — | $192K |
| M HALL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $178K |
| ADVANCED RESOURCES NONE | Other services Service code 49 | 8057 SOLUTIONS CENTER CHICAGO, IL 60677 | $176K |
| K GUASTAFERRI EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $174K |
| N CHAPES EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $154K |
| SEGALL BRYANT HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $148K |
| N DIAZ EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $141K |
| V HALSELL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $140K |
| S RIVERA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $130K |
| C RIVERA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $128K |
| S GALINDO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| L POWELL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| L CRAVION EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| E JOHNSON EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| D MCJUNKINS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| B LESTERS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| J LIBBY EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| T EDMONDSON EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| REMKE PRINTING EIN 36-3840374 NONE | Copying and duplicating Service code 36 | — | $116K |
| D DAYDRIAN EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| MCJESSY CHING & THOMPSON EIN 59-3776245 NONE | Legal Service code 29 | — | $112K |
| M HERRINGTON EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $112K |
| T MOLLOY EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| K REED EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $109K |
| M ZAMUDIO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| A BEDOLLA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| J SAMARAS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| T DROGOS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $105K |
| M CRESPO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| A GAINES EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| A WILLIAMS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $97K |
| SCALAMBRINO & ARNOFF, LLP EIN 36-3843693 NONE | Legal Service code 29 | — | $89K |
| K DIAZ EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $88K |
| J COLLINS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| M OYOLA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| M AVILA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| REINHART BOERNER VAN DEUREN SC EIN 39-1126909 NONE | Legal Service code 29 | — | $81K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Other fees Service code 28 | — | $75K |
| M SHOEMAKER EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
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 | 11,631 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,280 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 18,911 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 18,911 | $132.1M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 18,911 | $1.7M |
| Other | AETNA LIFE INSURANCE COMPANY | 18,911 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 18,911 | — |
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.