No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Non-monetary compensation; Claims processing; Other services; Float revenue; Named fiduciary; Participant communication; Contract Administrator; Direct payment from the plan Service code 12 | — | $9.9M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.1M |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $809K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $545K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $497K |
| BRANDYWINE GLOBAL INVEST MGMT LLC EIN 51-0412248 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $372K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $358K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $329K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $319K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $297K |
| LOOMIS, SAYLES& CO., INC. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $239K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $200K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $155K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Investment advisory (plan); Investment management; Direct payment from the plan; Non-monetary compensation Service code 27 | — | $153K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $131K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $112K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $108K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $73K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $65K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $50K |
| MARGARET L. SHRIVER EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| AUREON COMMUNICATIONS LLC EIN 42-1225512 NONE | Other services; Direct payment from the plan Service code 49 | — | $24K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management Service code 19 | — | $21K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| METRO PROTECTIVE SERVICES, INC. EIN 48-1221750 NONE | Other services; Direct payment from the plan Service code 49 | — | $13K |
| TUCKER ARENSBERG ATTORNEYS EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| ST CROIX PRESS INC NONE | Direct payment from the plan; Other services Service code 49 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $11K |
| PARTICK GALLAGHER TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 754 MINNESOTA AVENUE KANSAS CITY, KS 66101 | $10K |
| BANK OF LABOR EIN 48-0150325 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $9K |
| MICHAEL J. CARROLL TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 754 MINNESOTA AVENUE KANSAS CITY, KS 66101 | $8K |
| CHRIS O'NEILL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 754 MINNESOTA 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 | 754 MINNESOTA AVENUE KANSAS CITY, KS 66101 | $6K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
| LIGHTEDGE SOLUTIONS EIN 42-1458509 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 12,096 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,732 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,828 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 7,612 | $29.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 10,634 | $647K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 12,096 | $1.0M |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 7,612 | $29.9M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 10,634 | $647K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,096 | — |
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.