No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Contract Administrator; Named fiduciary; Direct payment from the plan; Non-monetary compensation; Claims processing; Float revenue; Other services; Participant communication Service code 12 | — | $11.3M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.3M |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $750K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $538K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $463K |
| BRANDYWINE GLOBAL INVEST MGMT LLC EIN 51-0412248 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $373K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $336K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $322K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $302K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $299K |
| LOOMIS, SAYLES& CO., INC. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $236K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $207K |
| PARAMETRIC DEFENSIVE EQUITY FUND EIN 45-2531297 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $155K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Direct payment from the plan; Investment advisory (plan); Non-monetary compensation Service code 27 | — | $153K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $100K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $95K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $55K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $47K |
| MARGARET L. SHRIVER EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| LIGHTEDGE SOLUTIONS EIN 42-1458509 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| INSTEP MARKETING EIN 06-1327490 NONE | Other services; Direct payment from the plan Service code 49 | — | $26K |
| AMERICAN MICRO CO EIN 44-0629220 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $24K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $19K |
| JAMES CHARLES MATTHEWS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 67 SUNNYBROOK SE GRAND RAPIDS, MI 49506 | $13K |
| PARTICK GALLAGHER TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $12K |
| METRO PROTECTIVE SERVICES, INC. EIN 48-1221750 NONE | Other services; Direct payment from the plan Service code 49 | — | $11K |
| MICHAEL J. CARROLL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $10K |
| JEFFREY HUGHES TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $10K |
| SEVEN CORNERS PRINTING EIN 41-0992291 NONE | Direct payment from the plan; Other fees; Copying and duplicating Service code 36 | — | $9K |
| ST CROIX PRESS INC NONE | Other services; Direct payment from the plan Service code 49 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $9K |
| BANK OF LABOR EIN 48-0150325 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $9K |
| SHELDON TRAXLER TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $9K |
| CHRIS O'NEILL TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $8K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $7K |
| RONNIE TRAXLER TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $6K |
| WILLIAM MULCONNERY TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 753 STATE AVENUE KANSAS CITY, KS 66101 | $6K |
| CIGNA HEALTH & INSURANCE CO. | Contract Administrator; Non-monetary compensation; Other services; Direct payment from the plan; Claims processing; Named fiduciary; Participant communication; Float revenue 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 | 12,803 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,875 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 18,678 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 0 | $110K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 11,293 | $660K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 12,803 | $1.9M |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 7,475 | $28.1M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 11,293 | $660K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,803 | — |
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.