No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH EIN 84-3269071 NONE | Other services Service code 49 | — | $851K |
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other insurance fees and expenses; Contract Administrator Service code 12 | — | $560K |
| UNION EYES, LLC EIN 83-3067276 NONE | Other services Service code 49 | — | $410K |
| ERIN CADOGAN-ENGER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $134K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $125K |
| CHARLES PICARDI EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $115K |
| WILLIAM BEEMAN EIN 51-0191061 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $113K |
| SAVRX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Claims processing Service code 12 | — | $109K |
| JOHNSON & KROL LLC EIN 36-4342024 NONE | Legal Service code 29 | — | $102K |
| KARLA GENERETTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $100K |
| KHAREN MCNAMARA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $100K |
| CAROLYN RACZYNSKI EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| ANGELO FEOLA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $83K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Other services; Consulting (general) Service code 16 | — | $71K |
| LUCILA DUARTE EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| SHERMAN ESPER EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| MATTHEW STIKA EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| COLLEEN LAKIS EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $48K |
| KATHLEEN SUMMERLIN EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $43K |
| VALENZ CARE EIN 36-4869660 NONE | Other services Service code 49 | — | $42K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $42K |
| GREAT LAKES ADVISORS, LLC EIN 80-0292839 NONE | Investment management Service code 28 | — | $35K |
| TFBC, LLC EIN 27-3782504 NONE | Actuarial; Consulting (general) Service code 11 | — | $34K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $33K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management; Float revenue; Investment management fees paid directly by plan Service code 28 | — | $30K |
| NADIA FAUST EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| NANCY AGUADO EIN 51-0191061 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| TRILOGY CONSULTING GROUP, INC EIN 36-4016705 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $16K |
| 79 RATIO EIN 83-1062141 NONE | Consulting (general); Other services Service code 16 | — | $13K |
| ANTHONY FARRELL EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $11K |
| MIDWEST INSTITUTIONAL TRUST CO EIN 93-1799133 NONE | Custodial (other than securities); Securities brokerage; Other commissions Service code 18 | — | $9K |
| SANDRA HUNT EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $7K |
| JAY LASALA EIN 51-0191061 TRUSTEE | Trustee (individual) Service code 20 | — | $7K |
| SMART DATA SOLUTIONS NONE | Other services Service code 49 | 960 BLUE GENTIAN ROAD EAGAN, MN 55121 | $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 | 1,182 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURNACE COMPANY | 1,165 | $677K |
| Other | THE UNION LABOR LIFE INSURNACE COMPANY | 1,165 | $677K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,165 | — |
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.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.