No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CAREATC NONE | Other services; Direct payment from the plan Service code 49 | 4500 S. 129TH E. AVE SUITE 191 TULSA, OK 741345891 | $1.1M |
| BENESYS, INC. EIN 39-1401001 NONE | Other fees; Contract Administrator Service code 13 | — | $655K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $371K |
| EXPRESS SCRIPTS NONE | Direct payment from the plan; Claims processing Service code 12 | ONE EXPRESS WAY SAINT LOUIS, MO 63121 | $96K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $79K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Consulting (general); Consulting fees Service code 16 | — | $43K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $42K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | PO BOX 7550 MENLO PARK, CA 94026 | $28K |
| THE HORTON GROUP EIN 36-3672171 NONE | Consulting fees; Consulting (general) Service code 16 | — | $28K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $27K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| STRATEGIC CAPITAL INVEST. ADVISORS EIN 36-4268991 NONE | Investment advisory (plan); Consulting fees Service code 27 | — | $17K |
| JOHNSON FINANCIAL GROUP, INC. EIN 39-1629756 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $8K |
| COMERICA EIN 36-6045202 NONE | Other investment fees and expenses; Shareholder servicing fees; Float revenue; Custodial (securities); Other services Service code 19 | — | $6K |
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 | 761 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 354 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CARE-PLUS DENTAL PLANS, INC. | 278 | $63K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 784 | $186K |
| Other | HCC LIFE INSURANCE COMPANY | 754 | $131K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 784 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.