No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBSMN,INC-DBA BLUECROSS BLUESHIELD EIN 41-0984460 NONE | Float revenue; Insurance agents and brokers; Contract Administrator; Other fees; Other commissions; Legal; Direct payment from the plan; Claims processing; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.3M |
| BCBSMN INC DBA BLUECROSS BLUESHIELD | Other fees; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Legal Service code 12 | — | $2.0M |
| INCLUDED HEALTH, INC. NONE | Other services; Consulting (general); Direct payment from the plan; Insurance services Service code 16 | ONE CALIFORNIA STREET, STE. 2300 SAN FRANCISCO, CA 94111 | $348K |
| STRATACOR - DBA DELTA DENTAL EIN 41-1852523 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $161K |
| HEALTH EQUITY, INC. - DBA FURTHER EIN 52-2383166 NONE | Consulting fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $105K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $71K |
| PREFERRED BENEFITS CONCEPTS INC. NONE | Consulting (general); Direct payment from the plan; Insurance services Service code 16 | 8881 AZTEC DR, EDEN PRAIRIE, MN 55347 | $66K |
| BAKER TILLY US, LLP EIN 39-0859910 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| PRINCIPAL TRUST COMPANY 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 | $5K |
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 | 5,036 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,054 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 5,043 | $1.8M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 0 | $36K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,340 | $411K |
| Other(3 contracts) | HARTFORD LIFE AND ACCIDENT | 2,796 | $532K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,043 | — |
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.