No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Contract Administrator; Non-monetary compensation; Other services; Direct payment from the plan; Claims processing; Named fiduciary; Participant communication; Float revenue Service code 12 | — | $7.1M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.3M |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $676K |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $601K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $576K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $539K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $495K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $483K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $397K |
| LOOMIS, SAYLES & CO., INC. EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $314K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Direct payment from the plan; Insurance services; Claims processing Service code 12 | — | $306K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $299K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $291K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $191K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance agents and brokers; Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $182K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $178K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $170K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Non-monetary compensation; Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $168K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $146K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $141K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $116K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $110K |
| TUCKER ARENSBERG ATTORNEYS EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $109K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $103K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $102K |
| AMERICAN STRATEGIC VALUE REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $98K |
| BRANDYWINE GLOBAL INVEST MGMT LLC EIN 51-0412248 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $91K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $68K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $60K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | — | $44K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| CYNTHIA DEKEYSER EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| ALEXANDER OPEN SYSTEMS NONE | Direct payment from the plan; Other services Service code 49 | 12980 FOSTER STREET #300 OVERLAND PARK, KS 66213 | $30K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $24K |
| AMERICAN WELL CORPORATION NONE | Other services; Direct payment from the plan Service code 49 | 75 STATE STREET 26TH FLOOR BOSTON, MA 02109 | $15K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| BANK OF LABOR EIN 48-0150325 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $8K |
| ST CROIX PRESS INC NONE | Direct payment from the plan; Other services Service code 49 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $8K |
| 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 | 10,359 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,207 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,566 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 7,471 | $24.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,039 | $751K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 10,359 | $1.6M |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 7,471 | $24.0M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 9,039 | $751K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,359 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.