No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Direct payment from the plan; Contract Administrator; Other fees Service code 13 | — | $341K |
| TOWERS WATSON EIN 53-0181291 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $156K |
| XEROX HR SOLUTIONS EIN 32-0293031 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $85K |
| CENTER FOR MEDICARE AND MEDICAL SER NONE | Direct payment from the plan; Other services Service code 49 | 7500 SECURITY BOULEVARD BALTIMORE, MD 212441850 | $31K |
| CROWE HORWATH EIN 35-0921680 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $23K |
| JPMORGAN CHASE BANK EIN 13-4994650 NONE | Float revenue; Investment management fees paid indirectly by plan; Trustee (directed); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Securities brokerage commissions and fees Service code 21 | — | $6K |
| DELTA DENTAL EIN 36-2612058 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,572 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 494 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,066 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PARAMOUNT HEALTHCARE | 26 | $209K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,343 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,343 | — |
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.
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.