No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $5.2M |
| IBEW-NECA EIN 36-3761128 ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $3.6M |
| DESERT SHORE CAPITAL PARTNERS LLC EIN 84-2853707 NONE | Direct payment from the plan; Other services; Consulting fees Service code 49 | — | $1.5M |
| INETICO/VALENZ CARE EIN 36-4869660 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $608K |
| BRIDGEVIEW BENEFIT TECHNOLOGIES LLC EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $464K |
| MEDIMPACT HEALTHCARE SYSTEMS INC EIN 33-0567651 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $416K |
| CVS/CAREMARK/SILVERSCRIPT EIN 05-0340626 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $402K |
| TELLIGEN EIN 42-0992483 NONE | Direct payment from the plan; Other services; Consulting fees Service code 49 | — | $373K |
| BUCK GLOBAL EIN 13-3954297 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $299K |
| REDCARD EIN 20-5388701 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $251K |
| AMERICAN REALTY ADVISORS EIN 95-4871432 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $231K |
| IFM INVESTORS PTY LTD NONE | 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; Investment management Service code 28 | 114 WEST 47TH STREET, 26TH FL NEW YORK, NY 10036 | $219K |
| ULLICO INVESTMENTS ADVISORS, INC EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $184K |
| WEX HEALTH EIN 06-1593514 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $159K |
| CAVANAGH & OHARA EIN 37-1259635 NONE | Direct payment from the plan Service code 50 | — | $153K |
| UNITED ACTUARIAL SERVICES, INC EIN 35-2156428 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $141K |
| KERBER, ECK & BRAECKEL LLP EIN 43-0352985 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $126K |
| THE GUARDIAN LIFE INSURANCE CO EIN 13-5123390 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $106K |
| NEOPOST USA INC EIN 94-2984524 NONE | Direct payment from the plan; Other services Service code 49 | — | $80K |
| CLASSIC PRINTING, INC EIN 37-0800985 NONE | Direct payment from the plan; Other services Service code 49 | — | $66K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $44K |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| BLACKROCK INSTITUTIONAL TR CO EIN 94-3112180 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (discretionary); Investment management Service code 21 | — | $40K |
| FIRST AMERICAN ADMINISTRATORS INC EIN 86-0773195 NONE | Other services; Direct payment from the plan Service code 49 | — | $35K |
| QUICKSILVER MAILING SERVICES LLC EIN 01-0641332 NONE | Direct payment from the plan; Other services Service code 49 | — | $29K |
| FAIR HEALTH, INC EIN 90-0524293 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $23K |
| ECI PREFUNDING CREDIT REIMBURSEMENT EIN 39-1291995 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| CORRELLIAN SOFTWARE, INC EIN 47-1372895 NONE | Direct payment from the plan; Consulting fees; Other services Service code 49 | — | $14K |
| 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 fees; Shareholder servicing fees; Float revenue; Direct payment from the plan; Other investment fees and expenses; Other services; Investment management Service code 28 | — | $5K |
| CRESCENT CAPITAL 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 22-1146430 NONE | Float revenue; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Non-monetary compensation; Investment management fees paid indirectly by plan; Soft dollars commissions; 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 | 12,230 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,069 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,299 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 2,710 | $1.6M |
| Vision(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 2,710 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,710 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.