| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY4 Filed as: SEGAL CONSULTING | 333 W. 34TH STREET NEW YORK, NY 10001 | UCARE MINNESOTA | $1K | — | $1K | 2.76% |
| THE SEGAL COMPANY4 Filed as: SEGAL CONSULTING | 333 W. 34TH STREET NEW YORK, NY 10001 | UCARE MINNESOTA | $473 | — | $473 | 2.66% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Claims processing; Contract Administrator; Accounting (including auditing) Service code 10 | — | $669K |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-0984460 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other fees Service code 12 | — | $342K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $85K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $68K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Claims processing Service code 12 | — | $32K |
| TEAM, INC. EIN 81-4050818 NONE | Claims processing Service code 12 | — | $29K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $28K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $22K |
| BMO HARRIS BANK EIN 36-2085229 NONE | Shareholder servicing fees; Custodial (other than securities) Service code 18 | — | $11K |
| FRSECURE EIN 26-3547185 NONE | Consulting (general) Service code 16 | — | $6K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Float revenue Service code 19 | — | $6K |
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 | 1,120 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 116 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,236 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | MEDICA | 14 | $131K |
| Prescription drug(2 contracts) | UCARE MINNESOTA | 19 | $59K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,190 | $296K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,190 | — |
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.