No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Direct payment from the plan; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.2M |
| IBEW-NECA EIN 36-3761128 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $3.0M |
| EPLAN EIN 20-3720767 NONE | Other services; Direct payment from the plan Service code 49 | — | $694K |
| MEDICAL COST MANAGEMENT CORPORATION EIN 36-3445315 NONE | Other services; Direct payment from the plan; Consulting fees Service code 49 | — | $648K |
| BASYS EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $325K |
| ENVOLVE PEOPLE CARE INC/NUTURE HEAL EIN 06-1476380 NONE | Direct payment from the plan; Other services Service code 49 | — | $275K |
| CVS/CAREMARK/SILVERSCRIPT EIN 05-0340626 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $272K |
| IFM INVESTORS PTY LTD. | Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management Service code 28 | — | $258K |
| REDCARD EIN 20-5388701 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $232K |
| AMERICAN REALTY ADVISORS EIN 95-4871432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $231K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $202K |
| ULLICO INVESTMENT ADVISORS, INC EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $194K |
| CAVANAGH & OHARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $168K |
| KERBER, ECK & BRAECKEL LLP EIN 43-0352985 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $160K |
| CRESCENT CAPTIAL HIGH INCOME FUND B EIN 45-5287411 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $120K |
| WEX HEALTH EIN 06-1593514 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $98K |
| THE GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $79K |
| BUCK GLOBAL EIN 13-3954297 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $66K |
| NEOPOST USA INC EIN 94-2984524 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| PARAMETRIC PORTFOLIO ASSOCIATED LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $47K |
| CLASSIC PRINTING, INC EIN 37-0800985 NONE | Direct payment from the plan; Other services Service code 49 | — | $47K |
| BLACKROCK INSTITUTIONAL TR CO EIN 94-3112180 NONE | Investment management; Trustee (discretionary); Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $43K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $36K |
| QUICKSILVER MAILING SERVICE EIN 01-0641332 NONE | Other services; Direct payment from the plan Service code 49 | — | $28K |
| FAIR HEALTH, INC EIN 90-0524293 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $20K |
| HEART TECHNOLOGIES EIN 37-1230309 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| BUSEY BANK EIN 37-0613731 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $10K |
| COMERICA BANK EIN 20-7110236 NONE | Shareholder servicing fees; Other services; Other investment fees and expenses; Float revenue; Direct payment from the plan; Other fees; Investment management Service code 28 | — | $9K |
| CONDUENT HR CONSULTING LLC EIN 81-2983623 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $9K |
| NETWORK MED REVIEW EIN 76-0711128 NONE | Direct payment from the plan; Consulting fees; Other services Service code 49 | — | $7K |
| IFM INVESTORS PTY LTD NONE | Investment management fees paid indirectly by plan; Investment advisory (participants); Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States) Service code 26 | 114 WEST 47TH STREEET, 26TH FL NEW YORK, NY 10036 | $0 |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 | Non-monetary compensation; Investment advisory (plan); Custodial (securities); Soft dollars commissions; Shareholder servicing fees; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 19 | — | $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 | 10,139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,844 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,983 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.