Form 5500 · Employee benefit plan · ROLLING MEADOWS, IL
HCP FINANCIAL AND MANAGEMENT SERVICES LLC
The filing calls this plan HCP FINANCIAL AND MANAGEMENT SERVICES LLC WELFARE BENEFIT PLAN.
HCP FINANCIAL AND MANAGEMENT SERVICES LLC of ROLLING MEADOWS, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through HEALTH CARE SERVICE CORPORATION and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2160925 · plan 501 · plan year 2024, filed Jul 17, 2025
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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
Also declared: other welfare.
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 7 insured contracts covering health, dental, vision, life and disability; the largest, with HEALTH CARE SERVICE CORPORATION, covers 185 people.
Reported premium across the insured contracts is $2,264,387, with $125,206 in disclosed broker commissions — about 5.5% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in November. The plan is on a split renewal cycle.
CBIZ BENEFITS & INSURANCE SERVICES is the broker of record on 6 of the 7 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including HEALTH CARE SERVICE CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY and CONTINENTAL AMERICAN INSURANCE COMPANY. HEALTH CARE SERVICE CORPORATION writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Health | 185 | Jan 1, 2025 | $2,012,041 | $77,539 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 377 | Dec 1, 2024 | $158,742 | $20,124 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Disability | 219 | Jun 1, 2024 | $52,698 | $7,905 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 240 | Dec 1, 2024 | $9,051 | $5,961 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 240 | Jan 1, 2025 | $7,950 | $5,648 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 240 | Jan 1, 2025 | $7,742 | $5,535 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 359 | Jan 1, 2025 | $16,163 | $2,494 |
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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