No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COVENTRY HEALTH CARE OF MISSOURI EIN 43-1372307 NONE | Claims processing Service code 12 | — | $1.6M |
| RSM US LP EIN 42-0714325 NONE | Accounting (including auditing) Service code 10 | — | $245K |
| HAMMOND & SHINNERS, PC EIN 43-1164305 NONE | Legal Service code 29 | — | $151K |
| DELTA DENTAL PLAN OF MISSOURI EIN 43-0908349 NONE | Contract Administrator; Claims processing Service code 12 | — | $142K |
| RONALD GRAVES EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| OPTUM RX EIN 11-2581812 NONE | Claims processing; Contract Administrator Service code 12 | 1600 MCCONNOR PARKWAY SCHAUMBURG, IL 60173 | $78K |
| DIANA MARBURGER EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| JEANETTE SCOPINO EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $74K |
| AETNA BEHAVIORAL HEALTH, LLC | Claims processing Service code 12 | — | $72K |
| JAMIE GIESEKING EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $60K |
| JANE HUMMERT EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| TRACI ARNOWITZ EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| MARGO DOHERTY EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| NICOLA EISENRATH EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| CAROLINE BLECHLE EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| JW TERRILL BENEFIT ADMINISTRATORO EIN 43-1834988 NONE | Consulting (general) Service code 16 | — | $57K |
| DEBORAH BLECHLE EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| CANDI MOORE EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $48K |
| SAMANTHA KOERTGE EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| ASHLEY SMITH EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| ONLYLINK EIN 20-1201735 NONE | Consulting (general) Service code 16 | — | $38K |
| TANYA GOUGHENOUR EIN 43-0688695 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Investment management Service code 28 | — | $29K |
| RUSSELL TECHNOLOGIES INC EIN 43-1909188 NONE | Consulting (general) Service code 16 | — | $20K |
| MR. MOM'S HOME SERVICE EIN 43-1770583 NONE | Other fees Service code 99 | — | $20K |
| D.L. CARLSON INVESTMENT GROUP EIN 02-0431934 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| COMMERCE BANK EIN 43-0554795 NONE | Investment management; Custodial (securities); Shareholder servicing fees Service code 19 | — | $18K |
| WADDELL & REED INVESTMENT MGT EIN 48-1106973 NONE | Soft dollars commissions; Securities brokerage commissions and fees; Investment management Service code 28 | — | $16K |
| ZIEGLER LOTSOFF CAPITAL MANAGEMENT EIN 27-2347077 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $16K |
| MISSOURI VALLEY PARTNERS EIN 43-1898506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| MILLIMAN, INC. NONE | Actuarial Service code 11 | — | $8K |
| MARQUETTE ASSOCIATES EIN 43-1489435 NONE | Investment advisory (plan) Service code 27 | — | $5K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 3,483 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 946 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,429 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COVENTRY HEALTH CARE OF MISSOURI | 10,311 | $390K |
| Vision | VISION SERVICE PLAN | 3,805 | $609K |
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 6,084 | $171K |
| Stop-loss / reinsurancereinsurance | COVENTRY HEALTH CARE OF MISSOURI | 10,311 | $390K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 3,339 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,311 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.