No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Claims processing; Accounting (including auditing); Contract Administrator Service code 10 | — | $1.1M |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-0984460 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other fees Service code 12 | — | $693K |
| T.E.A.M., INC. EIN 81-4050818 NONE | Other services Service code 49 | — | $155K |
| MCGRANN SHEA CARNIVAL STRAUGHN EIN 41-1654544 NONE | Legal Service code 29 | — | $115K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial Service code 11 | — | $80K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Float revenue; Other services; Claims processing Service code 12 | — | $63K |
| DELTA DENTAL EIN 41-1852523 NONE | Claims processing; Contract Administrator Service code 12 | — | $60K |
| MAIRS AND POWER, INC. EIN 41-0844499 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $22K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $11K |
| NUVEEN ASSET MANAGEMENT, LLC EIN 27-4357327 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $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 | 2,192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 235 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,427 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MN | 209 | $568K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MN | 209 | $279K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,298 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,298 | — |
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.