No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS EIN 36-1236610 NONE | Claims processing; Other insurance fees and expenses; Contract Administrator Service code 12 | — | $123K |
| WILLIAM BEEMAN EIN 80-0967048 EMPLOYEE | Employee (plan); Plan Administrator Service code 14 | — | $37K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| TFBC, LLC EIN 27-3782504 NONE | Consulting (general); Actuarial Service code 11 | — | $18K |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Claims processing Service code 12 | — | $14K |
| BANK OF NEW YORK MELLON EIN 57-6212273 NONE | Investment management; Other commissions Service code 28 | — | $13K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Legal Service code 29 | — | $13K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Other services; Consulting (general) Service code 16 | — | $7K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 457 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 457 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 618 | $162K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 618 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 618 | — |
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.