Form 5500 · Employee benefit plan · LIBERTYVILLE, IL
COUNSELING CONNECTION, INC.
COUNSELING CONNECTION, INC. of LIBERTYVILLE, IL insures health, dental, vision and life coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ROSE STREET ADVISORS LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3300648 · plan 501 · plan year 2025, filed Feb 3, 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.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
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 8 insured contracts covering health, dental, vision and life; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 233 people.
The filing declares health, life and disability. Disability appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $2,122,230, with $89,577 in disclosed broker commissions — about 4.2% of premium.
The most recent policy period ended in October, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ROSE STREET ADVISORS LLC is the broker of record on all 8 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 233 | Nov 1, 2028 | $1,980,524 | $78,703 |
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental | 252 | Nov 1, 2028 | $82,705 | $3,943 |
| VISION SERVICE PLAN | Vision | 127 | Nov 1, 2028 | $20,909 | $1,881 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 61 | Nov 1, 2028 | $10,364 | $1,555 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 33 | Nov 1, 2028 | $7,232 | $1,446 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 42 | Nov 1, 2028 | $8,303 | $830 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 53 | Nov 1, 2028 | $7,169 | $717 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 280 | Nov 1, 2028 | $5,024 | $502 |
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.
Administrator and service providers
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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