Filings through .
See premium, retention and renewal dates for 3 contracts with Pro.
Pro shows premium, covered lives, retention, contract numbers and the renewal date for each contract. Free for 7 days, no card. Then $49 a month. Cancel any time.
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 | — | $677K |
| BLUELINK TPA BC/BS OF MN EIN 41-0984460 NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $398K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers; Consulting (general) Service code 16 | — | $115K |
| TEAM CORPORATION EIN 81-4050818 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $83K |
| SHUMAKER, LOOP & KENDRICK, LLP. EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $52K |
| BLUE CROSS BLUE SHIELD OF MN | Other services; Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $43K |
| U.S. BANK EIN 41-0417860 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $26K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| LONGFELLOW INVESTMENT MANAGEMENT EIN 04-2933956 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $23K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $21K |
| ZELIS EIN 84-2694744 NONE | Direct payment from the plan; Other services Service code 49 | — | $17K |
| SAV-RX EIN 86-1323040 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $17K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Direct payment from the plan 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 | 1,506 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 552 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,058 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 663 | $1.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,257 | $165K |
| Prescription drug | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | 648 | $962K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,257 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,257 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.