No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BCBS EIN 48-0952857 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $342K |
| STACY KUHL EIN 44-0582944 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| NBPC EIN 43-1122456 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $65K |
| SPENCER FANE BRITT AND BROWNE EIN 44-0561981 ATTORNEY | Legal Service code 29 | — | $52K |
| KELLI ADNEY EIN 44-0582944 EMPLOYEE | Employee (plan) Service code 30 | — | $51K |
| THE SEGAL COMPANY EIN 13-1975125 ACTUARY | Actuarial Service code 11 | — | $47K |
| DANIELLE WILEY EIN 44-0582944 ADMINISTRATOR | Plan Administrator Service code 14 | — | $36K |
| WADDELL & REED EIN 43-6174098 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $25K |
| PHP EIN 20-1665464 ADMINISTRATOR | Claims processing Service code 12 | — | $24K |
| BMO HARRIS BANK N.A. EIN 36-2085229 INVESTMENT MANAGER | Investment management fees paid directly by plan Service code 51 | — | $7K |
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 | 601 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 270 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 871 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 648 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 648 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.