No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Copying and duplicating; Plan Administrator; Claims processing Service code 12 | — | $222K |
| BLUE CROSS BLUE SHIELD OF ILLINOIS EIN 36-1236610 NONE | Other insurance fees and expenses; Direct payment from the plan; Contract Administrator Service code 13 | — | $174K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan; Securities brokerage; Custodial (securities) Service code 19 | — | $61K |
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $49K |
| CONNER & WINTERS LLP EIN 73-1388566 NONE | Legal; Direct payment from the plan Service code 29 | — | $49K |
| RYAN BENEFITS, INC. EIN 46-1358532 NONE | Insurance agents and brokers Service code 22 | — | $40K |
| ROYLE VAZQUEZ LLP EIN 92-1092242 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| AMERITAS LIFE INSURANCE CORP EIN 47-0098400 NONE | Direct payment from the plan; Contract Administrator; Other insurance fees and expenses Service code 13 | — | $24K |
| INETICO, LLC D/B/A VALENZ CARE EIN 36-4869660 NONE | Other services; Direct payment from the plan Service code 49 | — | $17K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan Service code 50 | — | $9K |
| NEEDLES & ASSOCIATES LLC EIN 51-0435869 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $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 | 573 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 591 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITY CARE | 2 | $5K |
| Vision | VISION SERVICE PLAN | 605 | $84K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 550 | $44K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 567 | $546K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 550 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 605 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.