See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 2 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 NONE | Claims processing; Other services Service code 12 | — | $201K |
| SEIU LOCAL 1 MO BENEFIT SERVICES TR EIN 43-0514606 COMMON TRUSTEE | Other services; Contract Administrator Service code 13 | — | $188K |
| MICHAEL WINKLER EIN 43-0514606 NONE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $59K |
| DAVID KUJAWA EIN 43-0514606 NONE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $52K |
| ROSEMARY CLARK EIN 43-0514606 NONE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $33K |
| ANDERS MINKLER HUBER & HELM LLP EIN 43-0831507 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| STIFEL, NICOLAUS & COMPANY, INC. EIN 43-0538770 NONE | Securities brokerage; Custodial (securities); Investment management fees paid directly by plan; Investment advisory (plan) Service code 19 | — | $22K |
| SCHUCHAT, COOK & WERNER EIN 43-0763010 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| RSM EIN 42-0714325 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $12K |
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 | 559 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 559 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 97 | $18K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 615 | $40K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 615 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 615 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.