No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Claims processing Service code 12 | — | $911K |
| BCBSMN, INC. EIN 41-0984460 NONE | Other fees; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $727K |
| OPTUM RX, INC. EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $191K |
| LEONARD O'BRIEN SPENCER GALE SAYRE EIN 41-0956652 NONE | Legal Service code 29 | — | $97K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing Service code 12 | — | $87K |
| DELTA DENTAL OF MN EIN 41-1905554 NONE | Claims processing Service code 12 | — | $77K |
| COOKE & BIELER EIN 23-3082822 NONE | Securities brokerage commissions and fees; Investment management; Soft dollars commissions Service code 28 | — | $59K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | — | $57K |
| MN TEAMSTERS SERVICE BUREAU EIN 41-1513000 NONE | Claims processing Service code 12 | — | $55K |
| GAVION LLC EIN 46-2642087 NONE | Investment advisory (plan) Service code 27 | — | $48K |
| HIGHLAND CAPITAL MANAGEMENT EIN 27-5440911 NONE | Investment advisory (participants) Service code 26 | — | $43K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Investment management; Securities brokerage commissions and fees; Soft dollars commissions Service code 28 | — | $37K |
| ERICKSON, BELL, BECKMAN, & QUINN P. EIN 80-0512394 NONE | Legal Service code 29 | — | $30K |
| ST. CROIX PRESS, INC NONE | Other services Service code 49 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $25K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $22K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Other investment fees and expenses; Custodial (securities) Service code 19 | — | $20K |
| WCM INVESTMENT MANAGEMENT NONE | Investment management; Soft dollars commissions; Securities brokerage commissions and fees Service code 28 | 281 BROOKS STREET LAGUNA BEACH, CA 92651 | $14K |
| HONSA-BINDER PRINTING NONE | Other services Service code 49 | 320 SPRUCE STREET ST. PAUL, MN 55101 | $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 | 2,783 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 349 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,664 | $379K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,664 | $379K |
| Stop-loss / reinsurancereinsurance | BLUECROSS AND BLUESHIELD OF MINNESOTA | 3,122 | $328K |
| Other | HARTFORD LIFE AND ACCIDENT | 2,664 | $379K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,122 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.