No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 86-0004538 NONE | Insurance services Service code 23 | — | $1.6M |
| SOUTHWEST SERVICE ADMINISTRATORS EIN 86-0785790 NONE | Contract Administrator Service code 13 | — | $1.2M |
| GREENLIGHT COST MGT NONE | Other fees Service code 99 | 17015 N SCOTTSDALE RD #350 SCOTTSDALE, AZ 85255 | $221K |
| WELLESLEY EIN 26-0337214 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $209K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | — | $84K |
| LOOMIS EIN 20-3570061 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $78K |
| WCM NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | 281 BROOKS STREET LAGUNA BEACH, CA 92651 | $76K |
| MFS EIN 04-3258525 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $76K |
| BRANDES EIN 33-0704072 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $65K |
| KELLEY LAW GROUP NONE | Legal Service code 29 | 3800 N CENTRAL AVE #530 PHOENIX, AZ 85012 | $63K |
| KA SMID EIN 95-4575414 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $56K |
| DENTAL NETWORK OF AMERICA NONE | Insurance services Service code 23 | 701 E 22ND STREET #100 LOMBARD, IL 60148 | $49K |
| CHILTON NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 300 PARK AVE 19TH FLOOR NEW YORK, NY 10022 | $48K |
| LETTERSTREAM NONE | Copying and duplicating Service code 36 | 8551 E ANDERSON DR. #104 SCOTTSDALE, AZ 85255 | $37K |
| EATON VANCE EIN 04-3101134 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $36K |
| SEGAL SELECT INSURANCE EIN 46-0169194 NONE | Insurance agents and brokers Service code 22 | — | $30K |
| FIRST IMPRESSIONS NONE | Copying and duplicating Service code 36 | 3401 GIRARD BLVD NE ALBUQUERQUE, NM 87107 | $27K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | — | $21K |
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 | 3,779 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,806 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 6,773 | $22.6M |
| Vision | VISION SERVICE PLAN | 3,779 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,773 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.