Form 5500 · Employee benefit plan · CHICAGO, IL
THE ASPEN GROUP (TAG)
The filing calls this plan TAG PROVIDERS EDUCATION AND DEVELOPMENT ASSOCIATION LLC.
THE ASPEN GROUP (TAG) of CHICAGO, IL is a 15,139-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-2623532 · plan 501 · plan year 2024, filed Aug 6, 2025
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2,668 other employer plans in Illinois have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
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
All 2 insured contracts are health coverage, split across BLUECROSS BLUESHIELD OF ILLINOIS and GLOBE LIFE AND ACCIDENT INSURANCE COMPANY.
Reported premium across the insured contracts is $85,127,991, with $4,765 in disclosed broker commissions — about 0% 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.
MERCER HEALTH & BENEFITS LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUECROSS BLUESHIELD OF ILLINOIS and GLOBE LIFE AND ACCIDENT INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| GLOBE LIFE AND ACCIDENT INSURANCE COMPANY | Health | 110 | Jan 1, 2025 | $46,051 | $4,765 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 8,761 | Jan 1, 2025 | $85,081,940 | $0 |
Premium and claims on this contract
BLUECROSS BLUESHIELD OF ILLINOIS, contract 294273. For the contract year on this filing, the carrier reported $85,081,940 in premium earned and $78,633,004 in claims incurred. Dividing one by the other gives 92%.
- BLUECROSS BLUESHIELD OF ILLINOIS, contract 294273 reported $6,448,937 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.
How this plan compares
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Renewal calendar
2,668 other employer plans in Illinois are January 1 renewals (policy year ends December).
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