No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Claims processing Service code 12 | — | $595K |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-1427596 NONE | Other services; Claims processing Service code 12 | — | $589K |
| SHEET METAL CONTROL BOARD EIN 41-1392797 NONE | Contract Administrator Service code 13 | — | $459K |
| DELTA DENTAL OF MINNESOTA EIN 41-0952670 NONE | Claims processing Service code 12 | — | $73K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Actuarial Service code 11 | — | $72K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $57K |
| TEAM, INC. EIN 83-0469948 NONE | Claims processing Service code 12 | — | $55K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Other fees; Other services; Float revenue; Claims processing Service code 12 | — | $51K |
| DISABATO ADVISERS LLC EIN 35-2323525 NONE | Investment advisory (plan) Service code 27 | — | $28K |
| DOLAN MCENIRY EIN 36-4169967 NONE | Investment management Service code 28 | — | $28K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $16K |
| UNION BANK AND TRUST COMPANY EIN 41-1267434 NONE | Account maintenance fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $15K |
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 | 3,080 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,107 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,187 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 4 carriers) | UCARE MINNESOTA | 260 | $1.4M |
| Dental | DELTA DENTAL OF MINNESOTA | 548 | $386K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,249 | $722K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,249 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.