No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF KC EIN 43-1257251 NONE | Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $590K |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $373K |
| BLAKE & UHLIG EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $149K |
| LEEHAR DISTRIBUTING, LLC EIN 81-3741657 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $88K |
| DELTA DENTAL OF MO EIN 43-0908349 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $86K |
| HEALTHCARE STRATEGIES, INC. EIN 52-1874471 NONE | Direct payment from the plan; Other fees Service code 50 | — | $83K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $56K |
| STROKE DETECTION PLUS EIN 81-0612266 NONE | Direct payment from the plan; Other services Service code 49 | — | $44K |
| ST. LUKES HEALTH SYSTEM EAP EIN 44-0545297 NONE | Direct payment from the plan; Other fees Service code 50 | — | $35K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Other fees; Direct payment from the plan Service code 50 | — | $32K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| TRANSAMERICA RETIREMENT SOLUTIONS EIN 13-3689044 NONE | Distribution (12b-1) fees; Participant communication; Float revenue; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Finders' fees / placement fees; Recordkeeping fees; Shareholder servicing fees; Actuarial; Direct payment from the plan Service code 11 | — | $12K |
| SALTER & COMPANY LLC EIN 20-8078757 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $12K |
| HONSA-BINDER PRINTING NONE | Direct payment from the plan; Other services Service code 49 | 320 SPRUCE STREET ST. PAUL, MN 55101 | $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 | 1,042 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 561 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,603 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GARDEN STATE LIFE INSURANCE COMPANY | 1,033 | $159K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,033 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.