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 | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $3.7M |
| IBEW-NECA EIN 36-3761128 ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $3.3M |
| MEDICAL COST MANAGEMENT CORPORATION EIN 36-3445315 NONE | Consulting fees; Direct payment from the plan; Other services Service code 49 | — | $552K |
| BASYS EIN 52-1796473 NONE | Other services; Direct payment from the plan Service code 49 | — | $413K |
| TELLIGEN EIN 42-0992483 NONE | Consulting fees; Direct payment from the plan; Other services Service code 49 | — | $339K |
| IFM INVESTORS PTY LTD. | Investment management; 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) Service code 28 | — | $292K |
| REDCARD EIN 20-5388701 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $287K |
| AMERICAN REALTY ADVISORS EIN 95-4871432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $261K |
| CVS/CAREMARK/SILVERSCRIPT EIN 05-0340626 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $247K |
| ULLICO INVESTMENT ADVISORS, INC EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $191K |
| CRESCENT CAPTIAL HIGH INCOME FUND B EIN 45-5287411 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $145K |
| KERBER, ECK & BRAECKEL LLP EIN 43-0352985 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $135K |
| CAVANAGH & OHARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $125K |
| WEX HEALTH EIN 06-1593514 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $117K |
| THE GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $99K |
| BUCK GLOBAL EIN 13-3954297 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $88K |
| UNITED ACTUARIAL SERVICES, INC EIN 35-2156428 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $75K |
| NEOPOST USA INC EIN 94-2984524 NONE | Other services; Direct payment from the plan Service code 49 | — | $70K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $65K |
| PARAMETRIC PORTFOLIO ASSOCIATED LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $61K |
| CLASSIC PRINTING, INC EIN 37-0800985 NONE | Direct payment from the plan; Other services Service code 49 | — | $54K |
| BLACKROCK INSTITUTIONAL TR CO EIN 94-3112180 NONE | Direct payment from the plan; Trustee (discretionary); Investment management; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan Service code 21 | — | $50K |
| EPLAN EIN 20-3720767 NONE | Direct payment from the plan; Other services Service code 49 | — | $44K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $42K |
| QUICKSILVER MAILING SERVICE EIN 01-0641332 NONE | Direct payment from the plan; Other services Service code 49 | — | $35K |
| FAIR HEALTH, INC EIN 90-0524293 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| ECI PREFUNDING CREDIT REIMBURSEMENT EIN 39-1291995 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| CORRELLIAN SOFTWARE, INC EIN 47-1372895 NONE | Direct payment from the plan; Other services; Consulting fees Service code 49 | — | $11K |
| BUSEY BANK EIN 37-0613731 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| COMERICA BANK EIN 20-7110236 NONE | Other services; Float revenue; Shareholder servicing fees; Other fees; Investment management; Direct payment from the plan; Other investment fees and expenses Service code 28 | — | $7K |
| IFM INVESTORS PTY LTD NONE | Investment advisory (participants); 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) Service code 26 | 114 WEST 47TH STREEET, 26TH FL NEW YORK, NY 10036 | $0 |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Float revenue; Non-monetary compensation; Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Custodial (securities); Soft dollars commissions; Investment management fees paid indirectly by plan; Investment advisory (plan) 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 | 10,665 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,011 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,676 | 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.