No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Other services; Direct payment from the plan Service code 49 | — | $253K |
| UNITED SYSTEMS AND SOFTWARE, INC EIN 59-1918677 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $109K |
| CAVANAGH & O'HARA EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Other services; Direct payment from the plan Service code 49 | — | $93K |
| EMPLOYEE 2 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| ROMOLO & ASSOCIATES, LLC EIN 84-2885766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $88K |
| EMPLOYEE 1 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| MID-AMERICA CARP REG CNCL BEN FDS EIN 36-6130207 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $81K |
| EMPLOYEE 7 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| EMPLOYEE 3 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| EMPLOYEE 4 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| EMPLOYEE 6 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| TOTAL ADMINISTRATIVE SERVICES CORP EIN 39-1561025 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $66K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $64K |
| CARPENTERS PENSION FUND OF ILLINOIS EIN 36-6147396 NONE | Direct payment from the plan; Other services Service code 49 | — | $60K |
| EMPLOYEE 8 EIN 37-1117215 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| EMPLOYEE 5 EIN 37-1117215 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| LEVI, RAY, & SHOUP, INC EIN 37-1073724 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $39K |
| MORGAN STANLEY SMITH BARNEY EIN 20-8764829 NONE | Investment advisory (plan); Custodial (securities); Securities brokerage commissions and fees; Other services; Securities brokerage; Other fees; Other investment fees and expenses; Direct payment from the plan Service code 19 | — | $35K |
| COMPSYCH EIN 36-3739783 NONE | Direct payment from the plan; Other fees Service code 50 | — | $33K |
| FRANKLIN TEMPLETON PRIVE PORTFOLIO EIN 52-1200960 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| CAMBIAR INVESTORS, LLC EIN 84-1596610 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| WEAVER C BARKSDALE & ASSOCIATES, IN EIN 62-1217255 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $16K |
| THE SEGAL COMPANY (MIDWEST) INC EIN 13-1975125 NONE | Direct payment from the plan; Other services Service code 49 | — | $13K |
| ILLINOIS NATIONAL BANK EIN 37-0274319 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $5K |
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 | 1,722 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 207 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,929 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 1,916 | $20.1M |
| Vision | VISION SERVICE PLAN OF ILLINOIS | 1,775 | $0 |
| Stop-loss / reinsurancereinsurance | BCS INSURANCE COMPANY | 1,891 | $767K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,916 | — |
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.