Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss | |
Vision | Vision | |
LifeOther | LifeOther | |
Health | Health |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 or separated, and beneficiaries. Dependents are not counted. |
| 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Claims processing; Plan Administrator; Copying and duplicating; Direct payment from the plan 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 | Direct payment from the plan; Investment management fees paid directly by plan; Securities brokerage; Custodial (securities); Investment advisory (plan) Service code 19 | — | $61K |
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Direct payment from the plan; Contract Administrator 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 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| AMERITAS LIFE INSURANCE CORP EIN 47-0098400 NONE | Contract Administrator; Direct payment from the plan; 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 | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025