No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Contract Administrator; Other insurance fees and expenses; Non-monetary compensation; Claims processing Service code 12 | — | $7.8M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Contract Administrator; Claims processing Service code 12 | — | $890K |
| MCGANN KETTERMAN & RIOUX EIN 36-3968279 NONE | Legal Service code 29 | — | $588K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $565K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $541K |
| COMPSYCH EIN 36-3739783 NONE | Claims processing Service code 12 | — | $354K |
| OPTUM FINANCIAL EIN 46-0891463 NONE | Claims processing; Other fees Service code 12 | — | $347K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Investment management fees paid directly by plan; Float revenue; Custodial (securities) Service code 19 | — | $324K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $318K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $275K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $267K |
| THE UNION LABOR LIFE INSURANCE CO. EIN 13-1423090 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $243K |
| M HALL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $223K |
| SEGALL BRYANT HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $201K |
| K GUASTAFERRI EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $198K |
| ABSOLUTE SOLUTIONS, LLC EIN 27-3584158 NONE | Contract Administrator Service code 13 | — | $168K |
| V HALSELL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $163K |
| N DIAZ EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $161K |
| S CORNEJO-MAGANA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $146K |
| L POWELL EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $142K |
| REMKE PRINTING EIN 36-3840374 NONE | Copying and duplicating Service code 36 | — | $142K |
| S GALINDO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $140K |
| E JOHNSON EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $140K |
| L CRAVION EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $139K |
| B LESTERS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $135K |
| C RIVERA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $134K |
| M MOLLOY EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $134K |
| M ZAMUDIO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $132K |
| A BEDOLLA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $130K |
| S RIVERA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| NORTHERN TRUST GLOBAL INVESTMENTS EIN 36-2723087 NONE | Investment management fees paid directly by plan; Other fees; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $127K |
| D DREW EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $122K |
| T DROGOS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| M CRESPO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $119K |
| A GAINES EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| M HERRINGTON EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $114K |
| S OLINGER EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| L JONES EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $109K |
| REINHART BOERNER VAN DEUREN SC EIN 39-1126909 NONE | Legal Service code 29 | — | $109K |
| M MORENO EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| S STIGLER EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| C MONTOR EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| R KELLEY EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $108K |
| BANSLEY & KIENER EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $107K |
| D MCGHEE EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| K DIAZ EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| J COLLINS EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $96K |
| M AVILA EIN 36-6130207 EMPLOYEE | Employee (plan) Service code 30 | — | $95K |
| MCJESSY CHING & THOMPSON EIN 59-3776245 NONE | Legal Service code 29 | — | $95K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $94K |
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 | 11,771 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,256 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 20,027 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 20,027 | $170.0M |
| Vision(2 contracts) | VISION SERVICE PLAN | 12,540 | $2.9M |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 20,027 | $2.1M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 20,027 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,027 | — |
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.