No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX, INC. EIN 33-0441200 NONE | Other fees; Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $1.8M |
| BLUE CROSS BLUE SHIELD OF IL EIN 36-1236610 NONE | Other insurance fees and expenses; Claims processing; Contract Administrator Service code 12 | — | $649K |
| JOSEPH CONDO EIN 59-1283066 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $215K |
| TAMARA CHESLER EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| KIMBERLY NOTZ EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| DOWD, BLOCH, BENNETT, CERVONE, AUE EIN 36-3371377 NONE | Legal Service code 29 | — | $108K |
| DONNA PHILLIPS EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $91K |
| ROXANNE CARRIZALES EIN 59-1283066 EMPLOYEE | Employee (plan) Service code 30 | — | $81K |
| SEGALL BRYANT & HAMILL, LLC EIN 35-2679129 NONE | Investment management; Other commissions Service code 28 | — | $81K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial Service code 11 | — | $58K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $39K |
| LASALLE CONSULTING PARTNERS, INC. EIN 36-4030449 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $28K |
| UCS HOLDINGS, INC. EIN 81-5149270 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | — | $27K |
| UNITED SYSTEMS AND SOFTWARE, INC. EIN 59-1918677 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $26K |
| MR. MICROCHIP EIN 59-3084068 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $19K |
| CONTEXT 4 HEALTHCARE INC. EIN 27-0386030 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $17K |
| A & E JANITORIAL SYSTEM CORP. EIN 85-1474716 NONE | Other services Service code 49 | — | $14K |
| JOSEPH CONDO JR. FAMILY OF ADMINISTRATOR | Other services Service code 49 | 2507 ACHILLES LN CRYSTAL LAKE, IL 60014 | $8K |
| TELADOC HEALTH, INC. EIN 04-3705970 NONE | Other services Service code 49 | — | $8K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Custodial (securities); Float revenue Service code 19 | — | $7K |
| DATAMATION IMAGING SERVICES CORP. EIN 36-4303011 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| Z BEST LANDSCAPING & MAINTENANCE EIN 36-3755019 NONE | Other services Service code 49 | — | $6K |
| JOHN A. DOERRER & ASSOCIATES, PC EIN 45-3815541 NONE | Legal Service code 29 | — | $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 | 760 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 760 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 763 | $40K |
| Short-term disability | DEARBORN LIFE INSURANCE COMPANY | 763 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 763 | — |
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.