No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $890K |
| BLUE CROSS AND BLUE SHIELD OF MN EIN 41-0984460 NONE | Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 12 | — | $582K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $414K |
| BLUE CROSS BLUE SHIELD OF MN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Other fees Service code 12 | — | $155K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $98K |
| DELTA DENTAL OF IOWA EIN 42-0959302 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $77K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $55K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $55K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $50K |
| MACNELL ACCOUNTING & CONSULTING LLP EIN 30-0510353 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities); Direct payment from the plan Service code 19 | — | $39K |
| ROMOLO & ASSOCIATES EIN 84-2885766 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| U.S. BANK EIN 41-0417860 NONE | Direct payment from the plan; Other fees Service code 50 | — | $25K |
| SEGALL, BRYANT & HAMILL EIN 35-2679129 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $25K |
| US BANK NA EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities); Investment management fees paid directly by plan; Investment management Service code 19 | — | $18K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $11K |
| CAVANAGH & O'HARA, LLP EIN 37-1259635 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,712 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 198 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,910 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 193 | $927K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 193 | $927K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 193 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.