No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NISA INVESTMENT ADVISORS EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $715K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Recordkeeping fees Service code 64 | — | $372K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Account maintenance fees; Custodial (other than securities); Other fees; Other services; Other investment fees and expenses Service code 18 | — | $230K |
| GENERAL MILLS EIN 41-0274440 PLAN ADMINISTRATOR | Account maintenance fees Service code 65 | — | $192K |
| EQT MID-MARKET EUROPE II NONE | Investment management fees paid directly by plan; Investment management Service code 28 | THE GRACE BUILDING 1114 AVE OF THE AMERICAS, 45TH FL NEW YORK, NY 10036 | $130K |
| ENERGY TRUST PARTNERS V LP EIN 81-2984721 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $80K |
| NATURAL GAS PARTNERS XI EIN 47-2005750 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $78K |
| STRATEGIC PARTNERS FUND SOLNS ADVIS NONE | Investment management fees paid directly by plan; Investment management; Investment advisory (plan); Other fees Service code 27 | 345 PARK AVENUE NEW YORK, NC 10154 | $66K |
| KPMG, LLP EIN 13-5565207 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $65K |
| DRA IX EIN 35-2566024 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $65K |
| NATURAL GAS PARTNERS XII EIN 30-0991592 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $57K |
| EQT INFRASTRUCTURE III NONE | Investment management fees paid directly by plan; Investment management Service code 28 | THE GRACE BUILDING 1114 AVE OF THE AMERICAS, 45TH FL NEW YORK, NY 10036 | $57K |
| ACCEL-KKR V EIN 47-4481858 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $37K |
| ADVENT INTERNTL GLOBAL PRV EQ VIII EIN 81-1389274 NONE | Investment management; Other fees; Investment management fees paid directly by plan Service code 28 | — | $34K |
| BLACKROCK INSTITUTIONAL TRUST EIN 94-3112180 NONE | Investment management; Trustee (discretionary); Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $29K |
| RIVERSTONE ENERGY PARNTERS VI, LP EIN 37-1760347 NONE | Investment advisory (plan); Investment management fees paid directly by plan; Investment management; Other fees Service code 27 | — | $28K |
| WESTBROOK REAL ESTATE FUND X EIN 37-1768594 NONE | Investment management; Investment management fees paid directly by plan; Other fees Service code 28 | — | $20K |
| WESTBROOK REAL ESTATE FUND IX EIN 80-0767627 NONE | Investment management; Other fees; Investment management fees paid directly by plan Service code 28 | — | $19K |
| THE BURGISS GROUP EIN 22-3693659 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| ACCEL-KKR IV EIN 90-0786859 NONE | Investment management fees paid directly by plan; Investment management; Other fees Service code 28 | — | $16K |
| NATURAL GAS PARTNERS X EIN 32-0363007 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $15K |
| EIG ENERGY FUND XV EIN 27-2688983 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| SILVER LAKE MANAGEMENT COMPANY V EIN 30-0966582 NONE | Investment management; Other fees; Investment management fees paid directly by plan Service code 28 | — | $12K |
| RIVERSTONE ENERGY PARTNERS V, LP EIN 45-4389771 NONE | Investment management; Investment advisory (plan); Other fees; Investment management fees paid directly by plan Service code 27 | — | $11K |
| ONECBIZ, INC. EIN 20-1128317 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $10K |
| SILVER LAKE MANAGEMENT COMPANY IV EIN 30-0783331 NONE | Other fees; Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| CAPITAL INTERNATIONAL PRV EQ FD VI EIN 43-3119265 NONE | Investment management fees paid directly by plan; Other fees; Investment management Service code 28 | — | $7K |
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 | 2,955 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,955 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTHPARTNERS | 20 | $68K |
| Vision | EYEMED | 720 | $1K |
| Life insurance(2 contracts, 2 carriers) | SECURIAN LIFE INSURANCE COMPANY | 2,973 | $705K |
| Prescription drug(2 contracts, 2 carriers) | INDEPENDENCE BLUE CROSS BLUE SHIELD | 7 | $37K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,973 | — |
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."
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.