No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Named fiduciary; Contract Administrator; Direct payment from the plan; Claims processing; Non-monetary compensation; Other services; Float revenue; Participant communication Service code 12 | — | $10.3M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.3M |
| BRANDYWINE GLOBAL INVEST MGMT LLC EIN 51-0412248 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $464K |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $459K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $454K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $338K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Insurance services; Direct payment from the plan; Claims processing Service code 12 | — | $335K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $295K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $271K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $247K |
| BANK OF LABOR EIN 48-0150325 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $224K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance brokerage commissions and fees; Consulting (general); Direct payment from the plan Service code 16 | — | $200K |
| LOOMIS, SAYLES& CO., INC. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $195K |
| HGK INVESTMENT MANAGEMENT INC. EIN 52-1296988 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $166K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Non-monetary compensation; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $164K |
| VSP EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $117K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $109K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $108K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $100K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| PARAMETRIC CLIFTON EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management; Non-monetary compensation Service code 28 | — | $78K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| RONDA MAHON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| MARGARET L. SHRIVER EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| CONNIE J. PARKER EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| SANDRA ROANNE BROMAN EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $25K |
| LIGHTEDGE SOLUTIONS EIN 42-1458509 NONE | Direct payment from the plan; Other services Service code 49 | — | $21K |
| JOHNSON LITHO GRAPHICS OF EAU CLAIR EIN 39-1311394 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $19K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities) Service code 18 | — | $14K |
| PATRICK GALLAGHER TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $13K |
| HARTFORD INVESTMENT MANAGEMENT EIN 06-1472135 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| METRO PROTECTIVE SERVICES, INC. EIN 48-1221750 NONE | Other services; Direct payment from the plan Service code 49 | — | $10K |
| RONNIE TRAXLER TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $8K |
| MICHAEL J. CARROLL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $8K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $8K |
| JEFFREY HUGHES TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $7K |
| JOHN FULTZ TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $6K |
| CGLIC-CHATTANOOGA EASC | Float revenue; Participant communication; Other services; Non-monetary compensation; Direct payment from the plan; Claims processing; Named fiduciary; Contract Administrator Service code 12 | — | $0 |
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 | 13,018 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,106 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 7,321 | $28.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 12,353 | $733K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 13,018 | $1.8M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 12,353 | $733K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,018 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.