No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AON CONSULTING INC. EIN 22-2232264 NONE | Recordkeeping fees Service code 64 | — | $297K |
| GENERAL MILLS EIN 41-0274440 PLAN ADMINISTRATOR | Account maintenance fees Service code 65 | — | $267K |
| MARATHON ASSET MANAGEMENT EIN 61-6506892 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $236K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $227K |
| SANDS CAPITAL MANAGEMENT EIN 20-2830751 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $201K |
| ARTISAN PARTNERS EIN 30-0551775 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $195K |
| WESTERN ASSET MANAGEMENT EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $168K |
| T. ROWE PRICE ASSOCIATES EIN 52-0556948 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $145K |
| WELLINGTON MANAGEMENT COMPANY LLP NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 280 CONGRESS STREET BOSTON, MA 02210 | $112K |
| PRUDENTIAL INSURANCE CO OF AMERICA EIN 22-1211670 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $107K |
| HOOD RIVER CAPITAL MANAGEMENT EIN 46-1294859 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $96K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Account maintenance fees; Other fees; Custodial (securities); Other services; Custodial (other than securities); Other investment fees and expenses Service code 18 | — | $68K |
| KPMG, LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $54K |
| NATURAL GAS PARTNERS XI EIN 47-1245315 NONE | Investment management fees paid directly by plan; Investment management; Other fees Service code 28 | — | $54K |
| RIVERSTONE VI EIN 98-1223791 NONE | Investment management fees paid directly by plan; Investment management; Other fees Service code 28 | — | $47K |
| WESTBROOK REAL ESTATE FUND IX EIN 80-0767627 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $43K |
| STRATEGIC PARTNERS VI, L.P. EIN 27-4504109 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $41K |
| ACCEL-KKR IV EIN 26-2383616 NONE | Other fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| WESTBROOK REAL ESTATE FUND VI EIN 71-0987211 NONE | Investment management; Other fees; Investment management fees paid directly by plan Service code 28 | — | $30K |
| ADVENT INTERNTL GLOBAL PRV EQ VIII EIN 81-1389274 NONE | Investment management fees paid directly by plan; Investment management; Other fees Service code 28 | — | $29K |
| NATURAL GAS PARTNERS X EIN 45-4110691 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $27K |
| STRATEGIC PARTNERS VII EIN 81-1985207 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $27K |
| SILVER LAKE PARTNERS IV EIN 45-5203398 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $26K |
| WESTBROOK REAL ESTATE FUND X EIN 37-1768594 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $20K |
| J.P. MORGAN INVESTMENT EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $19K |
| CAPITAL INTERNATIONAL PRV EQ FD VI EIN 43-2119265 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $18K |
| BROOKFIELD INVESTMENT MANAGEMENT EIN 13-3519673 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $14K |
| PARAMETRIC PORTFOLIO ASSOCIATE EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| RIVERSTONE V EIN 46-1853726 NONE | Other fees; Investment management; Investment management fees paid directly by plan Service code 28 | — | $11K |
| NEW VENTURE PARTNERS IV EIN 76-0815601 NONE | Investment management; Other fees; Investment management fees paid directly by plan Service code 28 | — | $9K |
| STRATEGIC PARTNERS III, L.P. EIN 20-1980844 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $8K |
| ADAMS STREET PARTNERS, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | ONE NORTH WACKER DRIVE, SUITE 2200 CHICAGO, IL 60606 | $7K |
| STRATEGIC PARTNERS V, L.P. EIN 27-4504109 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $6K |
| CINVEN FUND V EIN 98-1034246 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,264 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,264 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | HEALTHPARTNERS | 11 | $93K |
| Vision | EYEMED | 853 | $3K |
| Life insurance(3 contracts, 3 carriers) | SECURIAN LIFE INSURANCE COMPANY | 3,080 | $686K |
| Prescription drug(2 contracts, 2 carriers) | INDEPENDENCE BLUE CROSS BLUE SHIELD | 8 | $43K |
| Other | ANTHEM BLUE CROSS BLUE SHIELD | 9 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,080 | — |
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.