No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COVENTRY HEALTH CARE EIN 43-1372307 NONE | Insurance agents and brokers Service code 22 | — | $5.4M |
| MERCY MANAGED BEHAVIORAL EIN 43-1664148 NONE | Insurance services Service code 23 | — | $519K |
| DELTA DENTAL OF MO EIN 43-0908349 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $456K |
| COMMERCE BANK EIN 43-6026325 NONE | Custodial (securities); Investment management; Investment management fees paid directly by plan; Shareholder servicing fees; Direct payment from the plan; Other investment fees and expenses Service code 19 | 8000 FORSYTH, 4TH FLOOR ST. LOUIS, MO 63105 | $408K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Actuarial Service code 11 | — | $197K |
| MILLAR, SCHAEFER, HOFFMAN EIN 43-0635948 NONE | Legal Service code 29 | 230 S. BEMISTON AVE 1110 CLAYTON, MO 63105 | $188K |
| ZIEGLER CAPITAL MANAGEMENT EIN 27-2347077 NONE | Investment management Service code 28 | 70 W MADISON ST, 24TH FLOOR CHICAGO, IL 60602 | $142K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $124K |
| WADDELL & REED EIN 43-0975899 NONE | Investment management Service code 28 | ONE CITY PLACE DRIVE, SUITE 30 CREVE COEUR, MO 63141 | $123K |
| AMALGATRUST CO. EIN 36-6228122 NONE | Investment management Service code 28 | ONE WEST MONROE CHICAGO, IL 60603 | $100K |
| CAROLYN PEREZ EIN 43-1622970 EMPLOYEE | Plan Administrator Service code 14 | — | $97K |
| LOOMIS SAYLES EIN 90-0824118 NONE | Investment management Service code 28 | — | $93K |
| CHRIS SLATTERY EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $92K |
| RSM US LLP EIN 42-0714325 NONE | Accounting (including auditing) Service code 10 | 8182 MARYLAND AVE SUITE 900 ST. LOUIS, MO 63105 | $91K |
| WILLIAM WALLACE EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $77K |
| PAT HILL EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| IRENE CHRONISTER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| SANDRA DOAK EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| FIDUCIARY CONSULTANTS,INC. EIN 43-1489435 NONE | Investment advisory (plan) Service code 27 | 12444 POWERSCOURT DR 200 ST. LOUIS, MO 63131 | $58K |
| TRACY BEGGAN EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $57K |
| CHRISTINE BUNCH EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| GERT TOMISER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| TANYA KLUEMKE EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| LISA SCHAPER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| TAMMY TOLLIVER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| BARBARA SCHAPER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| RON LAUDEL EIN 43-1622970 EMPLOYEE | Plan Administrator Service code 14 | — | $54K |
| ARNOLD NEWBOLD WINTER NONE | Legal Service code 29 | 1125 GRAND BOULEVARD 1600 KANSAS CITY, MO 64106 | $53K |
| NANCY BLASTENBREI EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| EMILY MCCALLISTER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| NANCY SCOTT EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| AMELIA PEREZ EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $50K |
| LAVERNE MOORING EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| KIM WOLF EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| RENEE BANDERET EIN 43-1662970 EMPLOYEE | Employee (plan) Service code 30 | — | $49K |
| CONSTRUCTION BENEFIT AUDIT CORP EIN 43-1244218 NONE | Accounting (including auditing) Service code 10 | — | $48K |
| PAULA WALKER EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $48K |
| VICKI BRYANT EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| SONJA SHUMPERT EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| LINDA BOHANNON EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| ALTA BONK EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| JANICE RAPPOLD EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| SUE BROCKMAN EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| CHERYL SMITH EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| SUSAN HARRIS EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| BARBARA RENFROW EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| JOHN TIERNEY EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| LESA DAVIS EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| GAYLE PULLIAM EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| JOAN GOLDKUHL EIN 43-1622970 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
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 | 15,078 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,354 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 18,432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | VISION SERVICE PLAN | 15,039 | $1.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 64,295 | $1.9M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 64,295 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 64,295 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.