No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing Service code 12 | 300 EAST RANDOLPH STREET CHICAGO, IL 60601 | $514K |
| TRUENORTH COMPANIES, LC EIN 42-1513015 NONE | Plan Administrator Service code 14 | 500 FIRST STREET SE CEDAR RAPIDS, IA 52401 | $346K |
| MIDWEST ASSOCIATION OF H&W FUNDS EIN 20-0489036 RELATED PARTY | Contract Administrator; Claims processing Service code 12 | 4709 ROCK 44TH STREET, STE 4 ROCK ISLAND, IL 61201 | $223K |
| MEDONE, LC EIN 26-1769761 NONE | Contract Administrator Service code 13 | 1590 UNIVERSITY AVE DUBUQUE, IA 52001 | $150K |
| TELLIGEN EIN 36-3545085 NONE | Other services Service code 49 | 711 JORIE AVE OAK BROOK, IL 60523 | $144K |
| CONSOCIATE INC EIN 37-1351918 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 2828 N. MONROE ST. DECATUR, IL 62526 | $50K |
| PERSONAL ASSISTANCE SERVICES EIN 43-1613278 NONE | Consulting (general) Service code 16 | 3200 W KIMBERLY RD DAVENPORT, IA 52806 | $30K |
| QUAD CITY BANK & TRUST EIN 42-1410409 NONE | Custodial (securities) Service code 19 | 3551 7TH STREET MOLINE, IL 61265 | $30K |
| CAVANAGH O'HARA LLP EIN 37-1259635 NONE | Legal Service code 29 | 2319 W JEFFERESON ST SPRINGFIELD, IL 62702 | $29K |
| SENTRY HEALTH EIN 01-0580124 NONE | Consulting fees; Insurance services Service code 23 | 7410 NEW LAGRANGE RD LOUISVILLE, KY 40222 | $29K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 230 W. MONROE STREET, SUITE 310 CHICAGO, IL 60606 | $20K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | 3333 QUALITY DR RANCHO CORDOVA, CA 95670 | $19K |
| DELTA DENTAL NONE | Claims processing Service code 12 | PO BOX 5402 LISLE, IL 60532 | $18K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDAN ST 610 CARMEL, IN 46032 | $10K |
| INVESTMENT CONSULTING GROUP EIN 42-1358707 NONE | Investment advisory (plan) Service code 27 | 5117 JERSEY RIDGE ROAD DAVENPORT, IA 52807 | $10K |
| EMPLOYEE TECH EIN 55-5000666 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1300 ELMWOOD AVE DEERFIELD, IL 60015 | $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 | 1,061 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 296 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,357 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,092 | $129K |
| Prescription drug | HUMANA INSURANCE COMPANY | 373 | $686K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,225 | $909K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,092 | $129K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,225 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.