| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18700 N. HAYDEN ROAD, SUITE 405 SCOTTSDALE, AZ 85255 | PAN-AMERICAN LIFE INSURANCE COMPANY | $0 | $44K | $44K | 8.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA INC EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $711K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL EIN 83-2454243 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $592K |
| BLAKE & UHLIG, P.A. EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $196K |
| DELTA DENTAL OF MO EIN 43-0908349 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $113K |
| STROKE DETECTION PLUS INC EIN 81-0612266 NONE | Direct payment from the plan; Other services Service code 49 | — | $108K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $78K |
| TRANSAMERICA RETIREMENT SOLUTIONS EIN 13-3689044 RECORD KEEPER | Participant communication; Direct payment from the plan; Claims processing; Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.); Shareholder servicing fees; Investment management; Recordkeeping fees; Distribution (12b-1) fees; Float revenue; Finders' fees / placement fees Service code 11 | — | $68K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| HY-VEE NONE | Other services; Direct payment from the plan Service code 49 | 5820 WESTOWN PKWY WEST DES MOINES, IA 50266 | $28K |
| EMPATHIA, INC. EIN 39-1567366 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $23K |
| LEES PRINTING, INC NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | 14690 PARALLEL RD BASEHOR, KS 66007 | $23K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| GRANDMAS'S CATERING SERVICES EIN 45-3990848 NONE | Other services; Direct payment from the plan Service code 49 | — | $10K |
| EPLAN, LLC NONE | Direct payment from the plan; Other services Service code 49 | 425 N. MARTINGALE ROAD SUITE 470 SCHAUMBURG, IL 60173 | $6K |
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 | 1,467 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 572 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,039 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 735 | $1.7M |
| Stop-loss / reinsurancereinsurance | PAN-AMERICAN LIFE INSURANCE COMPANY | 1,455 | $515K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,455 | — |
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.