No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ST PAUL ELEC ADMIN SVC CORP EIN 41-1505769 11 PERCENT OWNER | Contract Administrator; Direct payment from the plan Service code 13 | — | $194K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $60K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $50K |
| DEPRINCE, RACE & ZOLLO, INC. EIN 59-3299598 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $47K |
| DEARBORN PARTNERS, LLC EIN 36-4145621 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $38K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Securities brokerage commissions and fees Service code 28 | — | $31K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Float revenue; Soft dollars commissions; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 19 | — | $30K |
| FARR MILLER & WASHINGTON EIN 52-1979573 NONE | Consulting (general); Investment management fees paid indirectly by plan; Direct payment from the plan Service code 16 | — | $28K |
| BROADVIEW ADVISORS EIN 39-2020480 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $11K |
| CLIFTONLARSONALLEN EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $9K |
| THE BOGDAHN GROUP EIN 59-3676225 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
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 | 1,642 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 514 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,156 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.