No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Other insurance fees and expenses; Contract Administrator; Claims processing Service code 12 | — | $650K |
| GROUP ADMINISTRATORS NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 953 AMERICAN LANE SCHAUMBURG, IL 60173 | $221K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $198K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $150K |
| WILLIAM BEEMAN EIN 51-0191061 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $113K |
| ERIN CADOGAN-ENGER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $87K |
| LUCILA DUARTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $87K |
| GEORGIE SHEPHERD EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| ANGELO FEOLA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| BNY MELLON EIN 25-6078093 NONE | Float revenue; Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| SAVRX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing Service code 12 | — | $55K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general); Other services Service code 16 | — | $45K |
| MEDCARE MANAGEMENT EIN 88-0429522 NONE | Other services Service code 49 | — | $42K |
| MATTHEW STIKA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $41K |
| CHRISTINE PELLEGRINO EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| COLLEEN LAKIS EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Consulting (general) Service code 11 | — | $31K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169363 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $16K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $13K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Custodial (other than securities); Securities brokerage; Other commissions Service code 18 | — | $12K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Custodial (securities); Float revenue; Investment management fees paid directly by plan Service code 19 | — | $11K |
| JAY LASALA EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| SANDRA M. HUNT EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| ADAM HIGGINS EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| COMPU-SOLUTIONS, INC. EIN 36-4131525 NONE | Other services Service code 49 | — | $8K |
| RICHARD J. WOLF & COMPANY EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | — | $8K |
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 | 1,239 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,239 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,237 | $539K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,237 | $539K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,237 | — |
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.