No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX EIN 33-0441200 NONE | Direct payment from the plan; Other fees; Claims processing; Float revenue Service code 12 | — | $1.1M |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Contract Administrator; Other insurance fees and expenses; Claims processing Service code 12 | — | $308K |
| JOSEPH CONDO EIN 59-1283066 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $193K |
| TAMARA CHESLER EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| KIMBERLY NOTZ EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| ROBERT FENTON EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $84K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Other commissions; Trustee (individual) Service code 20 | — | $78K |
| ROXANNE CARRIZALES EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | — | $33K |
| DOWD, BLOCH, BENNETT, CERVONE, AUE EIN 36-3371377 NONE | Legal Service code 29 | — | $27K |
| MR. MICROCHIP EIN 59-3084068 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $27K |
| MED-CARE MANAGEMENT INC EIN 88-0429522 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $27K |
| LASALLE CONSULTING PARTNERS, INC. EIN 36-4030449 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $19K |
| JOSEPH CONDO JR NONE | Other services Service code 49 | 2507 ACHILLES LN CRYSTAL LAKE, IL 60014 | $15K |
| CONTEXT 4 HEALTHCARE INC EIN 27-0386030 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $14K |
| ADVANCED JANITORIAL SYSTEMS EIN 36-3338962 NONE | Other services Service code 49 | — | $14K |
| GEORGE PAPPAS, ATTORNEY AT LAW EIN 36-4473408 NONE | Legal Service code 29 | — | $12K |
| Z BEST LANDSCAPING EIN 36-3755019 NONE | Other services Service code 49 | — | $11K |
| FIGLIULO & SILVERMAN, PC EIN 36-4063383 NONE | Legal Service code 29 | — | $9K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Float revenue Service code 19 | — | $7K |
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 | 763 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 763 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 752 | $39K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 752 | $39K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 752 | — |
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.