No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $564K |
| BLUELINK TPA BC/BS OF MN EIN 41-0984460 NONE | Contract Administrator; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $402K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 16 | — | $159K |
| SHUMAKER, LOOP & KENDRICK, LLP. EIN 34-4439491 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| STRATACOR EIN 41-1852523 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $48K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| BLUE CROSS BLUE SHIELD OF MN | Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $30K |
| SAV-RX EIN 86-1323040 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $19K |
| LONGFELLOW INVESTMENT MANAGEMENT EIN 04-2933956 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $14K |
| MCGRANN SHEA CARNIVAL STRAUGHN & LA EIN 41-1654544 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $14K |
| ST. CROIX PRESS EIN 39-1151669 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $11K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Direct payment from the plan Service code 19 | — | $10K |
| TEAM CORPORATION EIN 81-4050818 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $9K |
| U.S. BANK EIN 41-0417860 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $7K |
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 | 1,377 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 512 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,889 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 657 | $1.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,223 | $161K |
| Stop-loss / reinsurancereinsurance | BCBSM, INC. D.B.A BLUE CROSS BLUESHIELD OF MN | 1,510 | $295K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,223 | $161K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,510 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.