No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Non-monetary compensation; Other services; Float revenue; Participant communication; Contract Administrator; Direct payment from the plan; Named fiduciary; Claims processing Service code 12 | — | $7.1M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.0M |
| AMERICAN STRATEGIC VALUE REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $786K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $763K |
| INVESCO ADVISORS EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $686K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $630K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $488K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $438K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $368K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $347K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $315K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $284K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $269K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $240K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $197K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $174K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $167K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Direct payment from the plan; Investment advisory (plan); Non-monetary compensation; Investment management Service code 27 | — | $167K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $158K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $152K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $150K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance agents and brokers; Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $146K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $143K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $113K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $110K |
| KELLY PRESS INC EIN 52-0975591 NONE | Other services; Direct payment from the plan Service code 49 | — | $109K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $73K |
| ACADIAN ASSET MANAGEMENT LLC EIN 04-2929221 NONE | Investment management; Other services; Investment management fees paid directly by plan Service code 28 | — | $69K |
| CCAW JV, LLC NONE | Claims processing; Direct payment from the plan Service code 12 | 4400 EASTON COMMONS WAY SUITE 125 COLUMBUS, OH 43219 | $61K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $60K |
| CYNTHIA DEKEYSER EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| CHRISTINE KING EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| STEVE OROZCO EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| JAMES CHARLES MATTHEWS NONE | Consulting (general); Direct payment from the plan Service code 16 | 2331 BURCHARD ST SE BENTON HARBOR, MI 49022 | $41K |
| BMI AUDIT SERVICES, LLC NONE | Direct payment from the plan; Other services Service code 49 | 100 E WAYNE ST. SUITE 400 SOUTH BEND, IN 46601 | $36K |
| LORI JASPERSON NONE | Consulting (general); Direct payment from the plan Service code 16 | 2505 CHAMEE DR MARYVILLE, MO 64468 | $35K |
| UPTODATE NONE | Claims processing; Direct payment from the plan Service code 12 | 230 CITYPOINT, 230 3RD AVE WALTHAM, MA 02451 | $32K |
| LORA HOLT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $31K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management fees paid directly by plan; Investment management; Custodial (securities) Service code 19 | — | $28K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $27K |
| AMERICAN WELL CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | 75 STATE STREET 26TH FLOOR BOSTON, MA 02109 | $23K |
| TUCKER ARENSBERG ATTORNEYS EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| SOMMERS FAHRENBACH INC NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | 10498 W 163RD PLACE ORLANDO PARK, IL 60467 | $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 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $7K |
| RONNIE TRAXLER TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $6K |
| CHRIS O'NEILL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $6K |
| THE NOTTINGHAM GROUP NONE | Other services; Direct payment from the plan Service code 49 | 2883 E SPRING ST 100 LONG BEACH, CA 90806 | $5K |
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 | 9,051 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,277 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 6,873 | $13.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,701 | $591K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,051 | $917K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 6,873 | $13.6M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 7,701 | $591K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,051 | — |
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.