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Form 5500 · Employee benefit plan · CAROL STREAM, IN

A.J. ANTUNES & CO.

The filing calls this plan A. J. ANTUNES & CO. EMPLOYEE MEDICAL.

A.J. ANTUNES & CO. of CAROL STREAM, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TRUENORTH COMPANIES, L.C.. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2324850 · plan 501 · plan year 2025, filed Jul 28, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
240
Active at start of year
240
Active at end of year
224
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — BLUECROSS BLUESHIELD OF ILLINOIS495 of 240 participants on the largest contract
Dentalinsured — PRINCIPAL LIFE INSURANCE COMPANY383 of 240 participants
Visioninsured — PRINCIPAL LIFE INSURANCE COMPANY356 of 240 participants
Lifedeclared under plan 503
Disabilitydeclared under plan 503

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 3 insured contracts covering health, dental and vision; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 495 people.

Reported premium is $4,112,343; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

TRUENORTH COMPANIES, L.C. is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Two carriers split the book: BLUECROSS BLUESHIELD OF ILLINOIS and PRINCIPAL LIFE INSURANCE COMPANY.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUECROSS BLUESHIELD OF ILLINOISHealth495Jan 1, 2026$3,985,821$0
PRINCIPAL LIFE INSURANCE COMPANYHealth, Dental383Jan 1, 2026$105,538$0
PRINCIPAL LIFE INSURANCE COMPANYVision356Jan 1, 2026$20,984$0

Premium and claims on this contract

BLUECROSS BLUESHIELD OF ILLINOIS, contract 195308. For the contract year on this filing, the carrier reported $3,985,821 in premium earned and $3,964,240 in claims incurred. Dividing one by the other gives 99%.

  • BLUECROSS BLUESHIELD OF ILLINOIS, contract 195308 reported $21,581 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
A.J. ANTUNES & CO.
EIN 36-2324850

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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