No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Other services; Non-monetary compensation; Claims processing; Participant communication; Direct payment from the plan; Named fiduciary; Contract Administrator; Float revenue Service code 12 | — | $6.7M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $2.2M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $2.2M |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $772K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $742K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $687K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $512K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $508K |
| AMERICAN STRATEGIC VALUE REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $446K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $353K |
| LOOMIS, SAYLES & CO., INC. EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $280K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $251K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance agents and brokers; Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $249K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $228K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $200K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $173K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $166K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Non-monetary compensation; Investment advisory (plan); Investment management; Direct payment from the plan Service code 27 | — | $165K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $141K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $135K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $129K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $127K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $110K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $109K |
| CCAW JV, LLC NONE | Direct payment from the plan; Claims processing Service code 12 | 4400 EASTON COMMONS WAY SUITE 125 COLUMBUS, OH 43219 | $94K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $74K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $59K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| CYNTHIA DEKEYSER EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| KELLY PRESS INC EIN 52-0975591 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $48K |
| STEVE OROZCO EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| JAMES CHARLES MATTHEWS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2331 BURSCHARD ST. SE GRAND RAPIDS, MI 49506 | $38K |
| UPTODATE NONE | Direct payment from the plan; Claims processing Service code 12 | 230 CITYPOINT, 230 3RD AVE WALTHAM, MA 02451 | $30K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $28K |
| ALEXANDER OPEN SYSTEMS NONE | Other services; Direct payment from the plan Service code 49 | 12980 FOSTER ST 300 OVERLAND PARK, KS 66213 | $23K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $23K |
| THE NOTTINGHAM GROUP NONE | Other services; Direct payment from the plan Service code 49 | 2883 E SPRING ST 100 LONG BEACH, CA 90806 | $16K |
| ST. CROIX PRESS INC NONE | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $11K |
| AMERICAN WELL CORPORATION NONE | Other services; Direct payment from the plan Service code 49 | 75 STATE STREET 26TH FLOOR BOSTON, MA 02109 | $11K |
| MISSION ELECTRONICS INC EIN 48-0910410 NONE | Direct payment from the plan; Other fees Service code 50 | — | $10K |
| BANK OF LABOR EIN 48-0150325 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $9K |
| CHRIS O'NEIL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $7K |
| PATRICK GALLAGHER TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $6K |
| MICHAEL J CARROLL TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $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 | 9,802 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,508 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,310 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 7,004 | $16.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,150 | $647K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,802 | $957K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 7,004 | $16.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,150 | $647K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,802 | — |
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.