No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBSMN,INC-DBA BLUECROSS BLUESHIELD EIN 41-0984460 NONE | Legal; Direct payment from the plan; Other commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Insurance brokerage commissions and fees; Float revenue; Other fees; Contract Administrator; Insurance agents and brokers Service code 12 | — | $3.6M |
| INCLUDED HEALTH, INC. EIN 45-3580052 NONE | Consulting fees; Contract Administrator; Direct payment from the plan Service code 13 | — | $711K |
| BCBSMN INC DBA BLUECROSS BLUESHIELD | Claims processing; Legal; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 12 | — | $521K |
| STRATACOR - DBA DELTA DENTAL EIN 41-1852523 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $228K |
| HEALTH EQUITY, INC. - DBA FURTHER EIN 52-2383166 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $151K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $100K |
| BAKER TILLY US, LLP EIN 39-0859910 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| DEBRA A. HALVORSON NONE | Direct payment from the plan; Actuarial Service code 11 | 26830 WEISKOPF DRIVE ENGLEWOOD, FL 34223 | $19K |
| PRINCIPAL BANK NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 15 | 711 HIGH ST DES MOINES, IA 50392 | $2K |
| WELLS FARGO MINNESOTA NA EIN 94-1347393 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan Service code 15 | — | $972 |
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 | 7,349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 66 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,415 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 6,435 | $2.1M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 1,069 | $129K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,876 | $465K |
| Other(3 contracts) | HARTFORD LIFE AND ACCIDENT | 5,790 | $603K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,435 | — |
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 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.