No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Claims processing Service code 12 | — | $629K |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-1427596 NONE | Claims processing; Other services Service code 12 | — | $551K |
| SHEET METAL CONTROL BOARD EIN 41-1392797 NONE | Contract Administrator Service code 13 | — | $408K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal Service code 29 | — | $85K |
| DELTA DENTAL OF MINNESOTA EIN 41-0952670 NONE | Claims processing Service code 12 | — | $82K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Actuarial Service code 11 | — | $75K |
| TEAM, INC. EIN 83-0469948 NONE | Claims processing Service code 12 | — | $66K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Claims processing; Other services; Other fees; Float revenue Service code 12 | — | $56K |
| GLOBALCARE EIN 31-1407689 NONE | Claims processing Service code 12 | — | $46K |
| DOLAN MCENIRY EIN 36-4169967 NONE | Investment management Service code 28 | — | $33K |
| INTECH HEALTH VENTURES EIN 20-5432884 NONE | Other services Service code 49 | — | $32K |
| MEKETA INVESTMENT GROUP INC EIN 04-2659023 NONE | Other investment fees and expenses; Non-monetary compensation; 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 | Direct payment from the plan; Custodial (securities); Account maintenance fees Service code 19 | — | $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 | 3,253 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,124 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,377 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | UCARE MINNESOTA | 262 | $1.6M |
| Dental | DELTA DENTAL OF MINNESOTA | 609 | $428K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,395 | $803K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,395 | — |
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.