No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHEILD OF IL EIN 36-1236610 NONE | Other services; Other fees; Claims processing Service code 12 | — | $1.4M |
| ARNOLD AND KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $742K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Other services; Other fees; Contract Administrator Service code 13 | — | $736K |
| VALENZ CARE EIN 81-5149270 NONE | Other services Service code 49 | — | $367K |
| LANER MUCHIN, LTD. EIN 36-3088463 NONE | Legal Service code 29 | — | $169K |
| VISION SERVICE PLAN EIN 20-0891619 NONE | Claims processing Service code 12 | — | $123K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $95K |
| FOSTER AND FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | — | $95K |
| DELTA DENTAL PLAN OF ILLINOIS EIN 36-2612058 NONE | Claims processing Service code 12 | — | $59K |
| JILL HEGARTY EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| RICHARD J. WOLF & COMPANY EIN 36-3182363 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $54K |
| LEGACY PROFESSIONALS, LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $53K |
| PATRICIA SAENZ EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| ANGELA GUNDER EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| JOANNE SAENZ EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| MARTHA TINOCO EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| DIANE KANYUH EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| FREDERICK PENDLEBURY EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| ANA BEDOLLA EIN 51-0245220 EMPLOYEE | Employee (plan) Service code 30 | — | $28K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| BOND BROTHERS AND COMPANY EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $19K |
| BMO HARRIS BANK, N.A. EIN 36-2085229 NONE | Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $10K |
| KEN KAZAITIS EIN 51-0245220 TRUSTEE | Trustee (individual) Service code 20 | — | $8K |
| RAMON ARAMBULA 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 | 2,583 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 246 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,829 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 6,625 | $194K |
| Other | AMALGAMATED LIFE INSURANCE COMPANY | 6,625 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,625 | — |
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.