| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | MINNESOTA LIFE INSURANCE COMPANY | $0 | $63K | $63K | 2.28% |
| AON CONSULTING INC3 Filed as: AON HEWITT | 29840 NETWORK PLACE CHICAGO, IL 60673 | MINNESOTA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.10% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLMARK BCBS OF IOWA EIN 42-0318333 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.3M |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $478K |
| GLOBAL INVESTORS LLC NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | 711 HIGH STREET DES MOINES, IA 50392 | $264K |
| WEDGE CAPITAL MANAGEMENT, LLP EIN 56-1557450 NONE | Direct payment from the plan; Investment management Service code 28 | — | $220K |
| WEBMD HEALTH SERVICES GROUP, INC. EIN 93-1270422 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $173K |
| WELLS FARGO EIN 41-6257133 NONE | Recordkeeping fees; Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Direct payment from the plan Service code 15 | — | $94K |
| METROPOLITAN LIFE INSURANCE CO EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $85K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $80K |
| VIACOM INC. EIN 26-0775680 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $69K |
| HEWITT ENNISKNUPP, INC. NONE | Consulting (pension); Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 17 | 39584 TREASURY CENTER CHICAGO, IL 606949500 | $13K |
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 | 2,821 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 565 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 241 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,627 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 10,627 | $2.8M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,661 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,627 | — |
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."
No prospect flags tripped on this filing.