No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILSON MCSHANE CORPORATION EIN 41-0956552 NONE | Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $231K |
| BCBSMN, INC. EIN 41-0984460 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other fees; Claims processing Service code 12 | — | $183K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial Service code 11 | — | $56K |
| SHUMAKER, LOOP & KENDRICK, LLP EIN 34-4439491 NONE | Legal Service code 29 | — | $48K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $18K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Claims processing; Contract Administrator Service code 12 | — | $13K |
| MCGRANN SHEA CARNIVAL STRAUGHN LAMB EIN 41-1654544 NONE | Legal Service code 29 | — | $11K |
| UNION BANK AND TRUST EIN 41-1267434 NONE | Account maintenance fees; Custodial (securities) Service code 19 | — | $7K |
| NICOLLET INVESTMENT MANAGEMENT EIN 41-1958471 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $6K |
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 | 443 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 456 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 453 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 453 | — |
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.