No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF MN EIN 41-0984460 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 12 | — | $4.0M |
| WILSON MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator Service code 13 | — | $3.3M |
| TEAM EIN 81-4050818 NONE | Other services Service code 49 | — | $1.3M |
| STAIRWAY PARTNERS, LLC EIN 20-1164360 NONE | Investment advisory (plan); Custodial (securities) Service code 19 | — | $421K |
| DDMN ASO LLC EIN 41-1852523 NONE | Other services; Claims processing Service code 12 | — | $300K |
| REINHART EIN 39-1126909 NONE | Legal Service code 29 | — | $207K |
| ANDREW, BRANSKY, & POOLE EIN 41-1502219 NONE | Legal Service code 29 | — | $100K |
| THE SEGAL COMPANY INC EIN 13-1975125 NONE | Actuarial Service code 11 | — | $36K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| HESSIAN & MCKASY P.A NONE | Legal Service code 29 | 60 SOUTH 6TH STREET, SUITE 3700 MINNEAPOLIS, MN 55402 | $32K |
| HONSA-BINDER PRINTING INC EIN 41-1605232 NONE | Copying and duplicating Service code 36 | — | $30K |
| BMO HARRIS BANK EIN 36-2085229 NONE | Custodial (other than securities) Service code 18 | — | $28K |
| WHITESTAR ADVISORS LLC EIN 03-0496641 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| HYGEIA CORPORATION EIN 36-4331825 NONE | Other services Service code 49 | — | $17K |
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 | 10,585 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,470 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,055 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE | 4,625 | $5.4M |
| Dental | DELTA DENTAL OF MINNESOTA | 2,946 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,625 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.