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Form 5500 · Employee benefit plan · CHICAGO, IL

NORWOOD LIFE SOCIETY

The filing calls this plan SELF-FUNDED HEALTHCARE PAYMENT PLAN FOR NORWOOD LIFE SOCIETY.

NORWOOD LIFE SOCIETY of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ASSUREDPARTNERS OF ILDBA GROUP. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2663863 · plan 501 · plan year 2024, filed May 28, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

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
129
Active at start of year
128
Active at end of year
130
Disclosed commissions
$3,965
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY236 of 129 participants
Dentaldeclared, not on Schedule A
Visiondeclared, not on Schedule A
Lifeinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA131 of 129 participants on the largest contract
Disabilityinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA131 of 129 participants on the largest contract

Also declared: death benefits.

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 5 insured contracts covering health, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 236 people.

The filing declares health, life, disability, dental and vision. Dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium across the insured contracts is $1,171,404, with $3,965 in disclosed broker commissions — about 0.3% of premium.

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

ASSUREDPARTNERS OF ILDBA GROUP is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife26Jan 1, 2025$16,942$2,541
UNITEDHEALTHCARE INSURANCE COMPANYHealth236Jan 1, 2025$1,117,934$686
UNUM INSURANCE COMPANYDisability5Jan 1, 2025$2,807$421
UNUM INSURANCE COMPANYDisability11Jan 1, 2025$2,108$317
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability131Jan 1, 2025$31,613$0

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
NORWOOD LIFE SOCIETY
EIN 56-2663863

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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