No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ARNOLD AND KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $829K |
| HEALTH CARE SERVICE CORP EIN 36-1236610 NONE | Other services; Claims processing Service code 12 | — | $733K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Contract Administrator; Other services Service code 13 | — | $639K |
| AETNA HEALTH INSURANCE EIN 06-6033492 NONE | Claims processing Service code 12 | — | $292K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $127K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $120K |
| DELTA DENTAL PLAN OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $118K |
| FOSTER AND FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | — | $112K |
| MEDICAL COST MANAGEMENT CORP. EIN 36-3445315 NONE | Other services Service code 49 | — | $86K |
| LANER MUCHIN EIN 36-3088463 NONE | Legal Service code 29 | — | $85K |
| PREFERRED NETWORK ACCESS, INC. EIN 36-4018433 NONE | Other services Service code 49 | — | $67K |
| BANSLEY & KIENER, LLP EIN 36-2152389 NONE | Accounting (including auditing) Service code 10 | — | $46K |
| RICHARD WOLF EIN 36-3182363 NONE | Accounting (including auditing) Service code 10 | — | $44K |
| BOND BROTHERS AND COMPANY EIN 36-2433269 NONE | Other services Service code 49 | — | $30K |
| BMO HARRIS EIN 20-0891619 NONE | Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $29K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| US BANK EIN 31-0841368 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (securities) Service code 15 | — | $7K |
| ANDREW PERCH EIN 51-0245220 TRUSTEE | Trustee (individual) Service code 20 | — | $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 | 2,380 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 230 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,610 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 6,869 | $184K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,869 | — |
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.