No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF KC EIN 43-1257251 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $618K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL EIN 83-2454243 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $437K |
| BLAKE & UHLIG EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $112K |
| STROKE DETECTION PLUS EIN 81-0612266 NONE | Other services; Direct payment from the plan Service code 49 | — | $105K |
| DELTA DENTAL OF MO EIN 43-0908349 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $92K |
| UNITED ACTUARIAL SERVICES, INC. EIN 35-2156428 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $68K |
| TRANSAMERICA RETIREMENT SOLUTIONS EIN 13-3689044 NONE | Actuarial; Float revenue; Participant communication; Finders' fees / placement fees; Direct payment from the plan; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Claims processing; Shareholder servicing fees; Distribution (12b-1) fees Service code 11 | — | $54K |
| LEES PRINTING INC CO EIN 48-0924320 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $49K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| SAV-RX EIN 86-1323040 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $36K |
| ST. LUKES HEALTH SYSTEM EIN 44-0545297 NONE | Direct payment from the plan; Other fees Service code 50 | — | $25K |
| ACCRETIVE GLOBAL DBA PART D ADVISOR EIN 85-3689655 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $24K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| EMPATHIA, INC. EIN 39-1567366 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $10K |
| GRANDMAS'S CATERING SERVICES EIN 45-3990848 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
| EPLAN LLC EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $7K |
| PIPE FITTERS LOCAL NO. 533 HEALTH A | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $4K |
| JEREMIAH BULL TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 8600 HILLCREST ROAD SUITE A KANSAS CITY, MO 64138 | $4K |
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 | 1,260 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 595 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,855 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 722 | $636K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 738 | $410K |
| Stop-loss / reinsurancereinsurance | GARDEN STATE LIFE INSURANCE COMPANY | 1,260 | $353K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,260 | — |
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.