No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM RX INC. EIN 33-0441200 PHARMACY BENEFIT MANAGMEN | Float revenue; Other fees; Direct payment from the plan; Claims processing Service code 12 | — | $547K |
| BENESYS NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $306K |
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 NONE | Other services; Claims processing Service code 12 | — | $234K |
| ANDERS MINKLER HUBER & HELM LLP EIN 43-0831507 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $83K |
| SEGAL COMPANY (MIDWEST) INC EIN 13-1975125 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $37K |
| SCHUCHAT, COOK & WERNER EIN 43-0763010 NONE | Legal; Direct payment from the plan Service code 29 | — | $28K |
| STIFEL, NICOLAUS & COMPANY, INC. EIN 43-0538770 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $14K |
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 | 472 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 472 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN LIFE INSURANCE COMPANY | 532 | $116K |
| Life insurance | GUARDIAN LIFE INSURANCE COMPANY | 532 | $116K |
| Short-term disability | GUARDIAN LIFE INSURANCE COMPANY | 532 | $116K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE INSURANCE COMPANY | 369 | $375K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 532 | — |
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.