Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Havens & Company Inc LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 17,344 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,795 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 297 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 32,436 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 32,344 | $34.3M |
| Other(4 contracts, 2 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 9,607 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 32,344 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Minnesota Life Insurance Company | |
Carrier: Securian Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BUSINESSSOLVER EIN 42-1503807 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Participant communication Service code 13 | 1025 ASHWORTH RD, SUITE 101 WEST DES MOINES, IA 50265 | $318K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (other than securities); Custodial (securities); Valuation (appraisals, etc.); Trustee (bank, trust company, or similar financial institution); Named fiduciary; Trustee (directed); Other services; Float revenue Service code 18 | 240 GREENWICH ST NEW YORK, NY 10286 | $41K |
| PARMS + COMPANY EIN 01-0548473 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 400 S 5TH ST, STE 200 COLUMBUS, OH 43215 | $26K |
| AON INVESTMENTS USA INC EIN 36-3109431 NONE | Consulting (general); Investment advisory (plan); Direct payment from the plan Service code 16 | 200 EAST RANDOLPH ST CHICAGO, IL 60601 | $3K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting fees; Actuarial; Consulting (general) Service code 11 | 775 YARD ST COLUMBUS, OH 43212 | $174 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025