No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHPARTNERS EIN 41-1629390 NONE | Claims processing Service code 12 | — | $599K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Claims processing; Contract Administrator; Other services; Copying and duplicating Service code 12 | — | $464K |
| REINHART BOERNER VAN DEUREN EIN 39-1126909 NONE | Legal Service code 29 | — | $128K |
| CEMENT MASONS SERVICE CORPORATION EIN 82-0709001 NONE | Contract Administrator Service code 13 | — | $92K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Actuarial Service code 11 | — | $63K |
| TEAM EIN 81-4050818 NONE | Claims processing Service code 12 | — | $27K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| KOVITZ INVESTMENT GROUP PARTNERS EIN 47-5657416 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Soft dollars commissions; Investment management Service code 28 | — | $13K |
| PILOT CAPITAL EIN 41-1599308 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $10K |
| STANDARD VALUATIONS EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $8K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Account maintenance fees Service code 19 | — | $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 | 820 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 820 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HEALTHPARTNERS ADMINISTRATORS, INC. | 820 | $679K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 820 | — |
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.