No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TWELE CAPITAL MANAGEMENT NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 5601 SMETANA DRIVE, SUITE 707 MINNETONKA, MN 55343 | $417K |
| TWIN CITY PIPE TRADES SERVICE ASS. EIN 41-0761972 CAPTIVE SERVICE ENTITY | Direct payment from the plan; Plan Administrator Service code 14 | — | $166K |
| PLANTE & MORAN PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $49K |
| HESSIAN & MCKASY, PA EIN 20-1551306 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $42K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $35K |
| CHARLES SCHWAB & CO, INC. EIN 94-1737782 NONE KNOWN | Other investment fees and expenses; Direct payment from the plan; Securities brokerage commissions and fees Service code 50 | — | $1K |
| PROFESSIONAL CONNECTIONS, LLC NONE KNOWN | Finders' fees / placement fees Service code 61 | 2681 SOUTH SHORE BLVD WHITE BEAR LAKE, MN 55110 | $0 |
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 | 5,272 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 915 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 121 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,308 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.