No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Accounting (including auditing); Contract Administrator Service code 10 | — | $1.2M |
| UMR, INC. EIN 39-1995276 NONE | Claims processing Service code 12 | — | $1.0M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | — | $117K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Claims processing; Contract Administrator Service code 12 | — | $113K |
| KUTAK ROCK LLP EIN 47-0597598 NONE | Legal Service code 29 | — | $68K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $63K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general) Service code 16 | — | $46K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $46K |
| TEAM, INC. EIN 81-4050818 NONE | Claims processing Service code 12 | — | $42K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $18K |
| INVESCO ADVISERS INC. EIN 58-1707262 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $18K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $13K |
| BMO HARRIS EIN 36-2085229 NONE | Custodial (securities); Other services Service code 19 | — | $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 | 3,287 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 98 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,385 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 128 | $350K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 4,308 | $183K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 128 | $200K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 4,308 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,308 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.