No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Claims processing Service code 12 | — | $808K |
| COMPREHENSIVE CARE SERVICES, INC. EIN 41-1427596 NONE | Claims processing Service code 12 | — | $674K |
| OPTUM RX, INC. EIN 33-0441200 NONE | Direct payment from the plan; Claims processing; Float revenue; Other fees Service code 12 | — | $180K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $79K |
| DELTA DENTAL OF MN EIN 41-1905554 NONE | Claims processing Service code 12 | — | $67K |
| LEONARD O'BRIEN SPENCER GALE SAYRE EIN 41-0956652 NONE | Legal Service code 29 | — | $53K |
| MN TEAMSTERS SERVICE BUREAU EIN 41-1513000 NONE | Claims processing Service code 12 | — | $51K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Securities brokerage commissions and fees; Investment management; Soft dollars commissions Service code 28 | — | $44K |
| COOKE & BIELER EIN 23-3082822 NONE | Soft dollars commissions; Securities brokerage commissions and fees; Investment management Service code 28 | — | $42K |
| GLOBALCARE EIN 31-1407689 NONE | Claims processing Service code 12 | — | $41K |
| ERICKSON, BELL, BECKMAN, & QUINN P. EIN 80-0512394 NONE | Legal Service code 29 | — | $24K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $23K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $21K |
| CHARTWELL BENEFITS CONSULTING EIN 41-2013371 NONE | Consulting (general) Service code 16 | — | $18K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| VAN IWAARDEN ASSOCIATES EIN 41-1894458 NONE | Actuarial Service code 11 | — | $11K |
| SEVEN CORNERS PRINTING EIN 41-0992291 NONE | Other services Service code 49 | — | $9K |
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 | 2,666 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 131 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,797 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,682 | $368K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,682 | $368K |
| Other | HARTFORD LIFE AND ACCIDENT | 2,682 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,682 | — |
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."
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.