No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other insurance fees and expenses Service code 12 | — | $644K |
| GROUP ADMINISTRATORS EIN 36-3381052 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other fees Service code 12 | — | $219K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $152K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $130K |
| WILLIAM BEEMAN EIN 51-0191061 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $107K |
| ERIN CADOGAN-ENGER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| LUCILA DUARTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| GEORGIE SHEPHERD EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| ANGELO FEOLA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $66K |
| SAVRX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing Service code 12 | — | $63K |
| SUSANNE ROSAL EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| MATTHEW STIKA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $42K |
| MEDICAL COST MANAGEMENT EIN 36-3445315 NONE | Other services Service code 49 | — | $42K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 20-3579368 NONE | Consulting (general); Other services Service code 16 | — | $39K |
| TFBC, LLC EIN 27-3782504 NONE | Consulting (general); Actuarial Service code 11 | — | $32K |
| COLLEEN LAKIS EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $14K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Investment management fees paid directly by plan; Float revenue; Custodial (securities) Service code 19 | — | $10K |
| SANDRA M. HUNT EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| BNY MELLON EIN 25-6078093 NONE | Investment management fees paid directly by plan; Investment management; Float revenue Service code 28 | — | $10K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Securities brokerage; Other commissions; Custodial (other than securities) Service code 18 | — | $9K |
| IPR TECH GROUP EIN 83-1062141 NONE | Consulting (general); Other services Service code 16 | — | $9K |
| JAY LASALA EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $8K |
| ADAM HIGGINS EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $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 | 1,195 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,206 | $540K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,206 | $540K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,206 | — |
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.