| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BLUE CROSS BLUE SHIELD | 2301 MAIN KANSAS CITY, MO 64108 | BLUE CROSS BLUE SHIELD (STOP LOSS ONLY) | — | $366K | $366K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF KC EIN 43-1257251 PROVIDER NET WORK | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $2.7M |
| WILSON MCSHANE EIN 41-0956552 CONTRACT ADMINISTRATOR | Contract Administrator; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $826K |
| AROLD NEWBOLD SOLLARS & HOLLINS EIN 43-1174269 LEGAL | Direct payment from the plan; Contract Administrator; Accounting (including auditing) Service code 10 | — | $239K |
| UNITED ACTUARIAL SERVICE EIN 35-2156428 ACTUARIAL SERVICE | Actuarial; Consulting fees; Direct payment from the plan; Consulting (general) Service code 11 | — | $87K |
| UNION LABOR LIFE INSURANCE EIN 13-1423090 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $82K |
| COMMERCE TRUST EIN 48-0962626 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $56K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 INVESTMENT ADVISOR | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $52K |
| PREFERRED HEALTH PROFESSIONALS EIN 43-1392960 PROVIDER NET WORK | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $51K |
| E PLAN LLC CLAIMS NEGOTATOR | Other services; Consulting (general) Service code 16 | 22601 N 19TH AVENUE #240 PHOENIX, AZ 85027 | $46K |
| CASTARX EIN 43-0912223 PRESCRIPTION SERVICE | Claims processing; Direct payment from the plan Service code 12 | — | $37K |
| PACIFIC BANK INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | HARBORVIEW DRIVE GIG HARBOR, WA 98332 | $22K |
| PARAMERIC INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | PARK AVE FLOOR NEW YORK, NY 10017 | $10K |
| HOSNA BINDER PRINTING PRINTING | Direct payment from the plan; Other services Service code 49 | SPRUCE STREET ST PAUL, MN 55101 | $10K |
| LEES PRINTING EIN 48-0924320 PRINTING | Direct payment from the plan; Other services Service code 49 | — | $6K |
| CUNEO LAWSON SHAY & STALEY EIN 44-0642126 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $5K |
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 | 4,070 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,635 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,705 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD (STOP LOSS ONLY) | 4,819 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,819 | — |
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.