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 |
|---|---|---|---|
| HEALTH PARTNERS EIN 41-1629390 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.1M |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 PLAN ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $761K |
| LEONARD, O'BRIEN, SPENCER, GALE EIN 41-0956652 NONE | Legal; Direct payment from the plan Service code 29 | — | $156K |
| MILLIMAN INC EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $136K |
| BAC SERVICE CORPORATION EIN 81-1520819 SERVICE CORPORATION | Contract Administrator; Direct payment from the plan Service code 13 | — | $78K |
| MAIRS & POWER, INC EIN 41-0844499 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $72K |
| DDMN ASO, LLC EIN 41-1905554 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $46K |
| PILOT CAPITAL MANAGEMENT EIN 41-1599308 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $41K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $25K |
| T.E.A.M., INC. EIN 83-0469948 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $23K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| LASERMARK, INC. EIN 41-1703180 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $17K |
| QUALITY RESOURCE GROUP EIN 41-1762007 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Contract Administrator Service code 13 | — | $13K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $10K |
| HEALTHWORKS COALITION NONE | Consulting (general); Direct payment from the plan Service code 16 | 660 TRANSFER ROAD ST. PAUL, MN 55114 | $5K |
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 | 1,517 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 668 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 168 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,353 | 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.