No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1038065 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $409K |
| BENEFIT MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Direct payment from the plan; Accounting (including auditing); Other fees Service code 10 | 1520 KENSINGTON ROAD, SUITE 200 OAK BROOK, IL 60523 | $381K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting fees; Consulting (general) Service code 16 | — | $102K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $74K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Other services; Direct payment from the plan Service code 49 | — | $44K |
| BMO HARRIS EIN 36-2085229 NONE | Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $26K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $25K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $17K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $15K |
| BUILDING TRADES UNITED PENSION FUND EIN 51-6049409 NONE | Direct payment from the plan; Accounting (including auditing); Other fees Service code 10 | — | $13K |
| SOMMERS & FAHRENBACH NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 3301 WEST BELMONT AVENUE CHICAGO, IL 60618 | $7K |
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 | 920 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 106 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 308 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 930 | $76K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,039 | $559K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 930 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,039 | — |
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.