No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Claims processing; Accounting (including auditing) Service code 10 | — | $309K |
| HEALTHPARTNERS EIN 41-1629390 NONE | Claims processing Service code 12 | — | $123K |
| DDMN ASO, LLC EIN 41-1905554 NONE | Claims processing; Contract Administrator Service code 12 | — | $31K |
| TEAM, INC EIN 83-0469948 NONE | Claims processing Service code 12 | — | $26K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $24K |
| MAIRS & POWER, INC EIN 41-0844499 NONE | Investment management; Soft dollars commissions Service code 28 | — | $18K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Other services; Other investment fees and expenses Service code 19 | — | $14K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | — | $11K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Float revenue; Claims processing; Other services; Other fees Service code 12 | — | $10K |
| STANDARD VALUATIONS, INC EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $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 | 1,410 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,410 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.