No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHPARTNERS, INC. EIN 41-1693838 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $4.2M |
| PIPE TRADES SERVICES OF MINNESOTA EIN 41-6131800 CAPTIVE SERVICE PROVIDER | Plan Administrator; Direct payment from the plan Service code 14 | — | $1.6M |
| TWELE CAPITAL MANAGEMENT, INC. EIN 36-4546212 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $368K |
| DELTA DENTAL OF MINNESOTA EIN 41-1905554 NONE KNOWN | Direct payment from the plan; Insurance services; Claims processing Service code 12 | — | $290K |
| VISION SERVICE PLAN EIN 06-1227840 NONE KNOWN | Direct payment from the plan; Claims processing Service code 12 | — | $176K |
| TAFT STETTINIUS & HOLLISTER LLP EIN 31-0541755 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $173K |
| PHARMACY DATA MANAGEMENT, INC. EIN 34-1435943 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $92K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $83K |
| PROFESSIONAL CONNECTIONS, LLC NONE KNOWN | Finders' fees / placement fees Service code 61 | 591 WOODLAND DR MAHTOMEDI, MN 55115 | $74K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $68K |
| LABOR VALUE RX, LLC EIN 81-2225045 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $67K |
| HONSA-BINDER PRINTING, INC. NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 320 SPRUCE STREET SAINT PAUL, MN 55101 | $14K |
| TAFT HARTLEY HEALTHWORKS INC. EIN 46-4002081 NONE KNOWN | Direct payment from the plan; Consulting fees Service code 50 | — | $10K |
| DIPLOMAT SPECIALTY EIN 38-2063100 NONE KNOWN | Claims processing; Direct payment from the plan Service code 12 | — | $10K |
| TAFT HARTLEY RESOURCES II NONE KNOWN | Consulting (general) Service code 16 | 8854 SARITA CT FORT MYERS, FL 33912 | $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 | 4,982 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,832 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 131 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,945 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INSURANCE COMPANY | 2,465 | $5.6M |
| Dental | HUMANA INSURANCE COMPANY | 2,465 | $5.6M |
| Vision | HUMANA INSURANCE COMPANY | 2,465 | $5.6M |
| Prescription drug | HUMANA INSURANCE COMPANY | 2,465 | $5.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,465 | — |
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.
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.