No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.0M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $902K |
| DELTA DENTAL EIN 41-1905554 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $358K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $86K |
| UNION BANK AND TRUST EIN 41-1267434 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $81K |
| ANDREW, BRANSKY, & POOLE, P.A. EIN 41-1502219 NONE | Legal; Direct payment from the plan Service code 29 | — | $68K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $66K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $57K |
| NATIONAL INVESTMENT SERVICES, LLC EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $55K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $17K |
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 | 3,419 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 386 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,805 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS AND BLUESHIELD OF MINNESOTA | 109 | $243K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH | 3,606 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,606 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.