No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS INC NONE | Direct payment from the plan Service code 50 | N27 W23233 ROUNDY DR PEWAUKEE, WI 53072 | $327K |
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Contract Administrator Service code 13 | — | $189K |
| INVESCO EIN 58-1707262 NONE | Investment management Service code 28 | — | $153K |
| CASE MANAGEMENT SPECIALISTS EIN 61-1688248 NONE | Consulting fees Service code 70 | — | $152K |
| EPLAN LLC EIN 22-3720767 NONE | Other services Service code 49 | — | $129K |
| NEWTOWER MANAGEMENT LLC NONE | Investment management Service code 28 | 7315 WISCONSIN AVE, STE 350W BETHESDA, MD 20814 | $119K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Actuarial Service code 11 | — | $94K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $84K |
| WESTERN ASSET NONE | Investment management Service code 28 | 385 E. COLORADO BLVD PASADENA, CA 91101 | $54K |
| BNY MELLON EIN 25-6078093 NONE | Investment management Service code 28 | — | $41K |
| EMPLOYEE RESOURCE SYSTEMS, INC. EIN 36-3867645 NONE | Employee (plan) Service code 30 | — | $26K |
| COMERICA EIN 42-1741646 NONE | Other investment fees and expenses; Shareholder servicing fees; Other services; Custodial (securities) Service code 19 | — | $22K |
| VISION SERVICE PLAN NONE | Other services Service code 49 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $21K |
| GEORGES AND SYNOWIECKI, LTD. EIN 36-3246372 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Other services Service code 49 | — | $16K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $12K |
| SEGAL ADVISORS INC. EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $9K |
| MEDICAL REVIEW INSTITUTE OF AMERICA NONE | Other services Service code 49 | 2875 DECKER LAKE DR WEST VALLEY CITY, UT 84119 | $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 | 1,207 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,207 | $363K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,207 | $363K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,207 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.