No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PIPE TRADES SERVICES OF MINNESOTA EIN 41-0918427 CAPTIVE SERVICE PROVIDER | Plan Administrator; Direct payment from the plan Service code 14 | — | $1.8M |
| TWELE CAPITAL MANAGEMENT, INC. EIN 36-4546212 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $373K |
| DELTA DENTAL PLAN OF MINNESOTA EIN 41-1905554 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $255K |
| T.E.A.M., LLC EIN 83-0469948 NONE KNOWN | Direct payment from the plan; Other services Service code 49 | — | $215K |
| LABOR VALUE RX, LLC EIN 81-2225045 CAPTIVE SERVICE PROVIDER | Consulting fees; Direct payment from the plan Service code 50 | — | $191K |
| LEONARD, O'BRIEN, SPENCER, GALE EIN 41-0956652 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $152K |
| MILLIMAN EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $107K |
| VISION SERVICE PLAN EIN 06-1227840 NONE KNOWN | Direct payment from the plan; Claims processing Service code 12 | — | $103K |
| PHARMACY DATA MANAGEMENT, INC. EIN 34-1435943 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $78K |
| HESSIAN & MCKASY, PA EIN 20-1551306 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $64K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| TAFT HARTLEY HEALTHWORKS, INC. EIN 46-4002081 NONE KNOWN | Consulting fees; Direct payment from the plan Service code 50 | — | $40K |
| U.S. PREVENTIVE MEDICINE, INC. EIN 20-0907635 NONE KNOWN | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $36K |
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $26K |
| LABOR HEALTH CONSULTING, LLC EIN 46-3380610 NONE KNOWN | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | — | $14K |
| IDEAL PRINTERS, INC. EIN 41-1344542 NONE KNOWN | Other services; Direct payment from the plan Service code 49 | — | $9K |
| MARTIN SCHOLL CONSULTING, INC. EIN 52-1685100 NONE KNOWN | Account maintenance fees; Direct payment from the plan Service code 50 | — | $5K |
| PROFESSIONAL CONNECTIONS, LLC NONE KNOWN | Finders' fees / placement fees Service code 61 | 2681 SOUTH SHORE BOULEVARD WHITE BEAR LAKE, MN 55110 | $0 |
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 | 4,528 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,695 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 123 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,346 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTHPARTNERS, INC. | 2,181 | $7.5M |
| Vision(2 contracts, 2 carriers) | MEDICA HEALTH PLANS | 2,136 | $3.4M |
| Prescription drug(2 contracts, 2 carriers) | MEDICA HEALTH PLANS | 2,136 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,181 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.