Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRx | HealthRx | |
Broker: Horton Group Inc Stop-lossLifeOther | Stop-lossLifeOther | |
Broker: Horton Group, Inc. Dental | Dental | |
Broker: Marsh & McLennan Agency LLC LTD | LTD |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 685 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 691 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION (BLUE CROSS BLUE SHIELD) | 1,322 | $9.4M |
| Dental | DELTA DENTAL OF ILLINOIS | 249 | $179K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,726 | $113K |
| Long-term disability | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 3 | $3K |
| Prescription drug | HEALTH CARE SERVICE CORPORATION (BLUE CROSS BLUE SHIELD) | 1,322 | $9.4M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 691 | $1.6M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,726 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,726 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GROUP ADMINISTRATORS, LTD EIN 36-3381052 CONTRACT ADMIN ISTRATOR | Claims processing Service code 12 | 20 N MARTINGALE RD. SUITE 290 SCHAUMBURG, IL 60173 | $190K |
| STUDIO MECHANICS LOCAL 476 EIN 36-2088664 EMPLOYER ORGAN IZATION/U | Direct payment from the plan; Plan Administrator Service code 14 | — | $154K |
| THE HORTON GROUP EIN 36-3672171 INSURANCE BROKER | Direct payment from the plan; Insurance services; Consulting (general) Service code 16 | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | $60K |
| WAMPLER & ASSOCIATES, LLC EIN 32-0106897 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $53K |
| JACOB BURNS, ORLOVE & HERNANDEZ EIN 36-2425981 LAWYER | Legal; Direct payment from the plan Service code 29 | — | $44K |
| BUCK GLOBAL, LLC EIN 83-1116912 PRESCRIPTION PLAN AUDIT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| TED WINDSOR & ASSOCIATES EIN 36-4374704 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $20K |
| COMERICA BANK EIN 36-6602783 INVESTMENT CUSTODIAN | Other services; Direct payment from the plan; Custodial (securities); Float revenue; Shareholder servicing fees; Investment management; Other investment fees and expenses; Other fees Service code 19 | — | $19K |
| FGMK, LLC EIN 36-2929601 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| STRATEGIC CAPITAL INVESTMENT ADVISO EIN 36-4268991 INVESTMENT ADVISOR | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $6K |
| ALLIANT INSURANCE SERVICES, INC EIN 33-0785439 INSURANCE | Direct payment from the plan; Insurance services Service code 23 | — | $6K |
| INTERACTIVE HEALTH BENEFITS FILING PREPARER | Accounting (including auditing); Direct payment from the plan Service code 10 | DBA ACA TRACK, LLC P.O. BOX 1285 WALLED LAKE, MI 48390 | $4K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025