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| Provider | Services | Address | Compensation |
|---|---|---|---|
| REHN & ASSOCIATES, INC. EIN 91-1008626 NONE | Claims processing; Accounting (including auditing); Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Copying and duplicating; Recordkeeping fees; Account maintenance fees Service code 10 | — | $101K |
| GALLAGHER BENEFIT SERVICES, INC. NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 221 N WALL STREET, SUITE 201 SPOKANE, WA 99201 | $41K |
| KATTEN MUCHIN ROSENMAN, LLP EIN 36-2796532 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| SCHOEDEL & SCHOEDEL CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $8K |
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 | 6,061 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,061 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,370 | $567K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,370 | $524K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,370 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.