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 |
|---|---|---|---|
| HEALTHPARTNERS EIN 41-1629390 NONE | Claims processing Service code 12 | — | $1.0M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Copying and duplicating; Other services; Contract Administrator Service code 13 | — | $660K |
| BAC SERVICE CORPORATION EIN 81-1520819 NONE | Contract Administrator Service code 13 | — | $140K |
| ULLICO EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $128K |
| SHUMAKER, LOOP AND KENDRICK EIN 34-4439491 NONE | Legal Service code 29 | — | $93K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Consulting (general) Service code 11 | — | $83K |
| MAIRS AND POWER EIN 41-0844499 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $83K |
| CLIFTONLARSONALLEN, LLP EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $40K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Claims processing Service code 12 | — | $36K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| TEAM EIN 81-4050818 NONE | Claims processing Service code 12 | — | $30K |
| UNION BANK AND TRUST EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $27K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $16K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $9K |
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 | 1,253 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 684 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 154 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,091 | 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.