No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Direct payment from the plan Service code 12 | — | $4.3M |
| IBEW-NECA EIN 36-3761128 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.6M |
| BASYS EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $456K |
| EPLAN EIN 20-3720767 NONE | Other services; Direct payment from the plan Service code 49 | — | $385K |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $355K |
| KERBER, ECK & BRAECKEL LLP EIN 43-0352985 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $179K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $139K |
| CAVANAGH & OHARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $103K |
| THE GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $74K |
| CLASSIC PRINTING, INC EIN 37-0800985 NONE | Other services; Direct payment from the plan Service code 49 | — | $72K |
| EVOLUTION1, INC. EIN 06-1593514 NONE | Other insurance fees and expenses; Direct payment from the plan; Account maintenance fees Service code 50 | — | $68K |
| FAIR HEALTH, INC EIN 90-0524293 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $51K |
| COMERICA BANK EIN 42-1741646 NONE | Direct payment from the plan; Float revenue; Other fees; Other services; Investment management; Shareholder servicing fees; Other investment fees and expenses Service code 28 | — | $47K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $41K |
| QUICKSILVER MAILING SERVICE EIN 01-0641332 NONE | Other services; Direct payment from the plan Service code 49 | — | $38K |
| HEART TECHNOLOGIES EIN 37-1230309 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $18K |
| BLACKROCK INSTITUTIONAL TR CO EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (discretionary); Investment management; Direct payment from the plan Service code 21 | — | $12K |
| CRESCENT CAPTIAL HIGH INCOME FUND B EIN 45-5287411 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Shareholder servicing fees; Recordkeeping fees; Float revenue; Non-monetary compensation; Custodial (securities); Investment advisory (plan); Soft dollars commissions; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $0 |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 9,264 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,877 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | 2,145 | $4.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,145 | — |
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.