No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLMARK, INC. EIN 42-0318333 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $963K |
| DELTA DENTAL EIN 42-0959302 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $636K |
| HARTFORD LIFE AND ACCIDENT EIN 06-0838648 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $480K |
| OUTCOMES INCORPORATED EIN 45-4156169 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $469K |
| HEALTH PARTNERS EIN 41-1629390 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $341K |
| WELLMARK HEALTH PLAN OF IOWA, INC. EIN 42-1455449 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $317K |
| HOLMES MURPHY FINANCIAL SERVICE EIN 42-0985055 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $152K |
| NAVIGATE WELLNESS EIN 27-2536219 NONE | Other services; Direct payment from the plan Service code 49 | — | $92K |
| COMPASS PROFESSIONAL HEALTH SVCS EIN 35-2263629 NONE | Other services; Direct payment from the plan Service code 49 | — | $16K |
| NATURALLY SLIM EIN 47-0855698 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 16,737 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 475 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 20,752 | $1.4M |
| Other | HARTFORD LIFE AND ACCIDENT | 20,752 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,752 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.