No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 43-1257251 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $3.3M |
| CERNER HEALTH CONNECTIONS EIN 43-1732404 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.3M |
| COMPUSYS INC. OF UTAH EIN 84-0869853 NONE | Contract Administrator; Direct payment from the plan; Other services Service code 13 | — | $495K |
| DELTA DENTAL OF MISSOURI EIN 43-0908349 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $147K |
| BLAKE & UHLIG EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $143K |
| UNITED ACTUARIAL SERVICES INC EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $90K |
| CLIFTONLARSONALLEN EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $84K |
| NEW DIRECTIONS BEHAVORIAL HEALTH EIN 43-1698690 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $80K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 52-1260282 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $66K |
| REDSTONE EIN 48-1105831 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $65K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $28K |
| STAYWELL COMPANY NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1020 DISCOVERY ROAD SUITE 100 EAGAN, MN 55121 | $14K |
| SERVICE PRESS NONE | Direct payment from the plan; Other fees Service code 50 | 722 SOUTH 300 WEST SALT LAKE, UT 84101 | $12K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management; Trustee (discretionary) Service code 21 | — | $7K |
| CLARKE AND SAMPSON EIN 54-0657005 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 2,994 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,132 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 218 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,344 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF KANSAS CITY | 3,519 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,519 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.