No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $640K |
| BLUELINK TPA BC/BS OF MN EIN 41-0984460 NONE | Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $368K |
| TEAM CORPORATION EIN 81-4050818 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $129K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Consulting (general); Insurance agents and brokers Service code 16 | — | $80K |
| SHUMAKER, LOOP & KENDRICK, LLP. EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | — | $79K |
| ZELIS NONE | Other services; Direct payment from the plan Service code 49 | 149 NEWBURY STREET 5TH FLOOR BOSTON, MA 02116 | $75K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $50K |
| BLUE CROSS BLUE SHIELD OF MN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Claims processing; Other services Service code 12 | — | $36K |
| SAV-RX EIN 86-1323040 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $25K |
| LONGFELLOW INVESTMENT MANAGEMENT EIN 04-2933956 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $22K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $16K |
| U.S. BANK EIN 41-0417860 NONE | Account maintenance fees; Direct payment from the plan Service code 50 | — | $16K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $10K |
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 | 1,397 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 502 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,899 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 666 | $1.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,214 | $165K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,214 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,214 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.