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 |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other commissions Service code 12 | — | $1.1M |
| CORPORATE HEALTH DIMENSIONS NONE | Other services Service code 49 | 5500 MARYLAND WAY NO. 200 BRENTWOOD, TN 37027 | $399K |
| BAIRD ADVISORS NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 227 W MONROE, STE 1900 CHICAGO, IL 60606 | $311K |
| FOUNDRY PARTNERS EIN 46-1184506 NONE | Securities brokerage commissions and fees; Investment management; Soft dollars commissions Service code 28 | — | $256K |
| MOE IT SERVICE CORPORATION RELATED ORGANIZATION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | 6150 JOLIET RD COUNTRYSIDE, IL 60525 | $245K |
| DELTA DENTAL OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $181K |
| BCHR US ACQUISITION CORP NONE | Other services Service code 49 | 500 PLAZA DRIVE, FLOOR 2 SECAUCUS, NJ 07094 | $143K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $123K |
| UCS HOLDINGS NONE | Other services Service code 49 | DEPT 3786, PO BOX 123786 DALLAS, TX 75312 | $115K |
| CHANGE HEALTHCARE SOLUTIONS NONE | Other services Service code 49 | PO BOX 572490 MURRAY, UT 84157 | $105K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $102K |
| INSTITUTE FOR WORKER WELFARE NONE | Legal Service code 29 | 6141 JOLIET ROAD COUNTRYSIDE, IL 60525 | $98K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $90K |
| BOND BROTHERS COMPANY, INC. NONE | Copying and duplicating Service code 36 | 7826 47TH STREET LYONS, IL 60534 | $67K |
| MICHAEL APRILE EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| MARTIN TUREK EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| THE NORTHERN TRUST CORPORATION EIN 36-2723087 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities); Other investment fees and expenses; Soft dollars commissions Service code 19 | — | $52K |
| THOMAS BERNSTEIN EIN 37-1752023 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $51K |
| RED CARD SYSTEMS, LLC NONE | Other services Service code 49 | 744 OFFICE PARKWAY SAINT LOUIS, MO 63141 | $50K |
| MCGANN, KETTERMAN & RIOUX NONE | Legal Service code 29 | 111 EAST WACKER DRIVE, STE 2600 CHICAGO, IL 60601 | $47K |
| BRIAN DOXIE EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| KERRY MCMAHON EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| KIMBERLY WEBB EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| TRACY BIELA EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| CHERYL LYNCH EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| FIRST STRING ENTERPRISES, INC. NONE | Copying and duplicating Service code 36 | 18650 GRAPHICS COURT TINLEY PARK, IL 60477 | $40K |
| KELSIE PECENY EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $40K |
| PAMELA KOWALSKI EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| KATHLEEN AUSTIN EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| JENNIFER MEISTER EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| KERI BJELKE EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $36K |
| HECTOR TAPIA EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| BRIAN CAPPEL EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| MATTHEW MOSQUEDA EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| BETTY PHILLIPS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| FRANCES LIMANDRI-BURGOS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| KATHLEEN GRIMM EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| JACKIE CALDWELL EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| TONI ROWLAND EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| CHERYLE PICKETT DENNIS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| ARLENE ORMISTON EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| JOY BARTH EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| ALEX HARRISON EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| CONNIE SHONTEE EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| GREGORY MUDD EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| MICHELLE PICCOLO-SEIBEL EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| WANDA BUSS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| MARIA JOERMS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| MARY DAVIS EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| CHRISTINE MOWINSKI EIN 37-1752023 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,906 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,906 | 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.