No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON-MCSHANE EIN 41-0956552 NONE | Contract Administrator Service code 13 | 2002 LONDON ROAD DULUTH, MN 55812 | $296K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial Service code 11 | 3800 AMERICAN BLVD W S870 BLOOMINGTON, MN 55431 | $89K |
| ANDREW & BRANSKY P.A. EIN 41-1502219 NONE | Accounting (including auditing) Service code 10 | 302 W SUPERIOR ST SUT 300 DULUTH, MN 55802 | $27K |
| DELTA DENTAL EIN 41-1905554 NONE | Contract Administrator Service code 13 | 500 WASHINGTON AVE S MINNEAPOLIS, MN 55415 | $23K |
| WELLS FARGO BANK EIN 41-1615106 NONE | Investment management Service code 28 | 230 W SUPERIOR STREET DULUTH, MN 55802 | $20K |
| NORTHERN CAPITAL MANAGEMENT EIN 04-3522651 NONE | Investment management Service code 28 | 800 EXCELSIOR DR SUITE201 MADISON, WI 53717 | $18K |
| DEARBORN PARTNERS, LLC EIN 36-4145621 NONE | Investment management Service code 28 | 200 W MADISON SUITE 1950 CHICAGO, IL 60606 | $16K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | 790 CLEVELAND AVE S. S220 ST PAUL, MN 55116 | $12K |
| BAUMAN ASSOCIATES, LTD. EIN 39-1277627 NONE | Accounting (including auditing) Service code 10 | 4229 SOUTHTOWNE DRIVE EAU CLAIRE, WI 54701 | $11K |
| T.E.A.M., INC. EIN 81-4050818 NONE | Participant communication Service code 38 | 700 TRANSFER ROAD ST. PAUL, MN 55114 | $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 | 734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 240 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 974 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MINNESOTA | 280 | $414K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MINNESOTA | 280 | $451K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 280 | — |
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.