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 | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other fees; Claims processing Service code 12 | — | $815K |
| T.E.A.M., INC. EIN 81-4050818 NONE | Other services Service code 49 | — | $195K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial Service code 11 | — | $154K |
| SHUMAKER, LOOP & KENDRICK, LLP EIN 34-4439491 NONE | Legal Service code 29 | — | $61K |
| DELTA DENTAL EIN 41-1852523 NONE | Claims processing; Contract Administrator Service code 12 | — | $60K |
| MCGRANN SHEA CARNIVAL STRAUGHN EIN 41-1654544 NONE | Legal Service code 29 | — | $50K |
| MAIRS AND POWER, INC. EIN 41-0844499 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $23K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $14K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $13K |
| FR SECURE EIN 26-3547185 NONE | Consulting (general) Service code 16 | — | $13K |
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 | 2,201 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 241 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,442 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 234 | $604K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 2,283 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,283 | — |
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.