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 | $336K |
| TRUENORTH COMPANIES, LC EIN 42-1513015 NONE | Plan Administrator Service code 14 | 500 FIRST STREET SE CEDAR RAPIDS, IA 52401 | $306K |
| 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 | $159K |
| HINES & ASSOCIATES, INC EIN 36-3545085 NONE | Other services Service code 49 | 115 E HIGHLAND AVE ELGIN, IL 60120 | $92K |
| MEDTRAK SERVICES, LLC EIN 36-4221427 NONE | Claims processing Service code 12 | 7101 COLLEGE BLVD 1000 OVERLAND PARK, KS 66210 | $81K |
| DELPHI OF FLORIDA EIN 01-0580124 NONE | Consulting fees; Insurance services Service code 23 | 12425 28TH STREET NORTH, STE 100 SAINT PETERSBURG, IL 33716 | $26K |
| GENESIS OCCUPATIONAL HEALTH NONE | Other services Service code 49 | 430 WEST 35TH STREET DAVENPORT, IA 52806 | $23K |
| LANE & WATERMAN, LLP EIN 42-0642243 NONE | Legal Service code 29 | 220 N. MAIN STREET DAVENPORT, IA 52801 | $23K |
| QUAD CITY BANK & TRUST EIN 42-1410409 NONE | Custodial (securities) Service code 19 | 3551 7TH STREET MOLINE, IL 61265 | $19K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDAN ST 610 CARMEL, IN 46032 | $11K |
| INVESTMENT CONSULTING GROUP EIN 42-1358707 NONE | Investment advisory (plan) Service code 27 | 5117 JERSEY RIDGE ROAD DAVENPORT, IA 52807 | $10K |
| MOORHEAD PATTERSON & COMPANY, P.C. EIN 42-1092253 NONE | Accounting (including auditing) Service code 10 | 3910 LILLIE AVENUE DAVENPORT, IA 52806 | $7K |
| EMPLOYEE TECH EIN 55-5000666 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1300 ELMWOOD AVE DEERFIELD, IL 60015 | $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 | 911 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 229 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,140 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 902 | $27K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 975 | $409K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 902 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 975 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.