| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE SEGAL COMPANY4 Filed as: THE SEGAL COMPANY (MIDWEST), INC. | 3800 AMERICAN BLVD W, STE 870 BLOOMINGTON, MN 554314459 | BCBSM, INC. DBA BLUE CROSS BLUE SHIELD OF MINNESOTA | $13K | — | $13K | 4.49% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Accounting (including auditing) Service code 10 | — | $1.2M |
| BLUE CROSS BLUE SHIELD OF MN EIN 41-0984460 NONE | Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $1.1M |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general) Service code 16 | — | $130K |
| KUTAK ROCK LLP EIN 47-0597598 NONE | Legal Service code 29 | — | $126K |
| DDMN ASO, LLC EIN 41-1905554 NONE | Claims processing Service code 12 | — | $106K |
| AON CONSULTING, INC. EIN 22-2232264 NONE | Other services Service code 49 | — | $93K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $63K |
| TEAM, INC. EIN 81-4050818 NONE | Claims processing Service code 12 | — | $48K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $32K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $26K |
| HONSA-BINDER PRINTING INC. EIN 41-1605232 NONE | Copying and duplicating Service code 36 | — | $16K |
| PRIME THERAPEUTICS EIN 26-0076803 NONE | Other services; Claims processing; Float revenue Service code 12 | — | $11K |
| ANCHOR CAPITAL ADVISORS LLC EIN 20-4669888 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| SEVEN CORNERS PRINT & PROMO EIN 41-0992291 NONE | Copying and duplicating Service code 36 | — | $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 | 3,369 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 108 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,477 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 139 | $348K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 4,252 | $167K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 139 | $216K |
| Stop-loss / reinsurancereinsurance | BCBSM, INC. DBA BLUE CROSS BLUE SHIELD OF MINNESOTA | 3,384 | $286K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 4,252 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,252 | — |
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."
No prospect flags tripped on this filing.