No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| IBEW-NECA EIN 36-3761128 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $3.6M |
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Direct payment from the plan Service code 12 | — | $704K |
| INETICO/VALENZ CARE EIN 36-4869660 NONR | Other services; Direct payment from the plan; Consulting fees Service code 49 | — | $470K |
| TELLIGEN EIN 42-0992483 NONE | Other services; Direct payment from the plan; Consulting fees Service code 49 | — | $371K |
| CVS/CAREMARK/SILVERSCRIPT EIN 05-0340626 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $344K |
| BASYS EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $318K |
| REDCARD EIN 20-5388701 NONE | Copying and duplicating; Other services; Direct payment from the plan Service code 36 | — | $278K |
| BRIDGEVIEW TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $262K |
| AMERICAN REALTY ADVISORS EIN 95-4871432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $254K |
| IFM INVESTORS PTY LTD. | Investment management; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management fees paid indirectly by plan Service code 28 | — | $217K |
| ULLICO INVESTMENT ADVISORS, INC EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $179K |
| UNITED ACTUARIAL SERVICES, INC EIN 35-2156428 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $147K |
| CRESCENT CAPTIAL HIGH INCOME FUND B EIN 45-5287411 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $143K |
| CAVANAGH & OHARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $141K |
| KERBER, ECK & BRAECKEL LLP EIN 43-0352985 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $136K |
| WEX HEALTH EIN 06-1593514 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $128K |
| THE GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $99K |
| MEDICAL COST MANAGEMENT CORPORATION EIN 36-3445315 NONE | Direct payment from the plan; Consulting fees; Other services Service code 49 | — | $88K |
| BUCK GLOBAL EIN 13-3954297 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $80K |
| NEOPOST USA INC EIN 94-2984524 NONE | Direct payment from the plan; Other services Service code 49 | — | $70K |
| CLASSIC PRINTING, INC EIN 37-0800985 NONE | Other services; Direct payment from the plan Service code 49 | — | $59K |
| PARAMETRIC PORTFOLIO ASSOCIATED LLC EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $44K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $43K |
| BLACKROCK INSTITUTIONAL TR CO EIN 94-3112180 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management; Trustee (discretionary); Investment management fees paid directly by plan Service code 21 | — | $42K |
| FIRST AMERICA EIN 86-0773195 NONE | Direct payment from the plan; Other services Service code 49 | — | $35K |
| QUICKSILVER MAILING SERVICE EIN 01-0641332 NONE | Direct payment from the plan; Other services Service code 49 | — | $30K |
| FAIR HEALTH, INC EIN 90-0524293 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $22K |
| ECI PREFUNDING CREDIT REIMBURSEMENT EIN 39-1291995 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| CORRELLIAN SOFTWARE, INC EIN 47-1372895 NONE | Consulting fees; Direct payment from the plan; Other services 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 | — | $9K |
| COMERICA BANK EIN 20-7110236 NONE | Direct payment from the plan; Other fees; Float revenue; Other services; Shareholder servicing fees; Investment management; Other investment fees and expenses Service code 28 | — | $6K |
| 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 NONE | Trustee (bank, trust company, or similar financial institution); Float revenue; Soft dollars commissions; Investment advisory (plan); Custodial (securities); Investment management fees paid indirectly by plan; Non-monetary compensation; Shareholder servicing fees 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 | 11,008 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,046 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,054 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 2,645 | $529K |
| Vision(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 2,645 | $529K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,645 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
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.