No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH NONE | Other services Service code 49 | 10 WEST MARKET STREET, STE 2900 INDIANAPOLIS, IN 46204 | $864K |
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing; Contract Administrator Service code 12 | — | $534K |
| UNION EYES, LLC EIN 83-3067276 NONE | Other services Service code 49 | — | $379K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $138K |
| ERIN CADOGAN-ENGER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $129K |
| NADIA FAUST EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $118K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $113K |
| WILLIAM BEEMAN EIN 51-0191061 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $113K |
| CHARLES PICARDI EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $110K |
| KHAREN MCNAMARA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| KARLA GENERETTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| SHERMAN ESPER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| SAVRX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Claims processing Service code 12 | — | $84K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Other services; Consulting (general) Service code 16 | — | $84K |
| ANGELO FEOLA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| LUCILA DUARTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| MATTHEW STIKA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| NANCY AGUADO EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $53K |
| COLLEEN LAKIS EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $48K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $46K |
| UCS HOLDINGS, INC. EIN 81-5149270 NONE | Other services Service code 49 | — | $45K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Consulting (general) Service code 11 | — | $33K |
| GREAT LAKES ADVISORS, LLC EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $32K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $30K |
| ERIKA SANCHEZ EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Float revenue; Investment management fees paid directly by plan; Investment management Service code 28 | — | $28K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| IPR TECH GROUP EIN 83-1062141 NONE | Other services; Consulting (general) Service code 16 | — | $11K |
| SMART DATA SOLUTIONS NONE | Other services Service code 49 | 960 BLUE GENTIAN ROAD EAGAN, MN 55121 | $11K |
| JAY LASALA EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $10K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Custodial (other than securities); Securities brokerage; Other commissions Service code 18 | — | $9K |
| SANDRA HUNT EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $8K |
| ANTHONY FARRELL EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $6K |
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 | 1,190 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 1,139 | $493K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 1,139 | $493K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,139 | — |
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.