No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0856552 NONE | Claims processing Service code 12 | — | $619K |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-1427596 NONE | Claims processing; Other services Service code 12 | — | $537K |
| SHEET METAL CONTROL BOARD EIN 41-1392797 NONE | Contract Administrator Service code 13 | — | $408K |
| DELTA DENTAL OF MINNESOTA EIN 41-0952670 NONE | Claims processing Service code 12 | — | $77K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $74K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Actuarial Service code 11 | — | $73K |
| TEAM, INC. EIN 83-0469948 NONE | Claims processing Service code 12 | — | $64K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Float revenue; Claims processing; Other services; Other fees Service code 12 | — | $60K |
| GLOBALCARE EIN 31-1407689 NONE | Claims processing Service code 12 | — | $46K |
| DOLAN MCENIRY EIN 36-4169967 NONE | Investment management Service code 28 | — | $31K |
| MEKETA INVESTMENT GROUP INC EIN 04-2659023 NONE | Non-monetary compensation; Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $28K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| UNION BANK AND TRUST COMPANY EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees; Direct payment from the plan Service code 19 | — | $14K |
| INTECH HEALTH VENTURES EIN 20-5432884 NONE | Other services Service code 49 | — | $14K |
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 | 3,165 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,112 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,277 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | UCARE MINNESOTA | 260 | $1.4M |
| Dental | DELTA DENTAL OF MINNESOTA | 562 | $398K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,308 | $787K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,308 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.