See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 2 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBSMN, INC. EIN 41-0984460 NONE | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $1.4M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.2M |
| COOKE & BIELER EIN 23-3082822 NONE | Soft dollars commissions; Investment management; Securities brokerage commissions and fees Service code 28 | — | $124K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $109K |
| CBIZ INVESTMENT ADVISORY SERVICES EIN 81-3968784 NONE | Investment advisory (plan) Service code 27 | — | $98K |
| DELTA DENTAL OF MN EIN 41-1852523 NONE | Claims processing Service code 12 | — | $96K |
| VICTORY CAPITAL MANAGEMENT EIN 13-2700161 NONE | Investment management; Soft dollars commissions Service code 28 | — | $81K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $71K |
| GLOBALCARE, INC. EIN 31-1407689 NONE | Claims processing Service code 12 | — | $65K |
| ERICKSON, BELL, BECKMAN, & QUINN P. EIN 80-0512394 NONE | Legal Service code 29 | — | $63K |
| MN TEAMSTERS SERVICE BUREAU EIN 41-1513000 NONE | Claims processing Service code 12 | — | $61K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 NONE | Investment advisory (participants) Service code 26 | — | $57K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $55K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $54K |
| WCM INVESTMENT MANAGEMENT EIN 95-3046237 NONE | Securities brokerage commissions and fees; Investment management; Soft dollars commissions Service code 28 | — | $36K |
| OPTUM RX, INC. EIN 33-0441200 NONE | Float revenue; Other fees; Direct payment from the plan; Claims processing Service code 12 | — | $35K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | — | $34K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $29K |
| STEVE HAWLEY EIN 41-6023675 TRUSTEE | Trustee (individual) Service code 20 | — | $22K |
| MARTIN LAWRENCE EIN 41-6023675 TRUSTEE | Trustee (individual) Service code 20 | — | $18K |
| AL GUDIM EIN 41-6023675 TRUSTEE | Trustee (individual) Service code 20 | — | $9K |
| LOWELL BIALICK EIN 41-6023675 TRUSTEE | Trustee (individual) Service code 20 | — | $9K |
| FRSECURE EIN 26-3547185 NONE | Consulting (general) Service code 16 | — | $8K |
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 | 2,819 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 385 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 2,967 | $310K |
| Long-term disability | STANDARD INSURANCE COMPANY | 2,714 | $122K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,967 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.