No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH EIN 26-0103977 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.4M |
| BLUE CROSS BLUE SHIELD EIN 43-1257251 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.1M |
| UMR INC EIN 39-1995276 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $506K |
| COMPUSYS INC. OF UTAH EIN 84-0869853 NONE | Contract Administrator; Direct payment from the plan; Other services Service code 13 | — | $419K |
| LABOR FIRST LLC EIN 06-1750191 NONE | Insurance brokerage commissions and fees Service code 53 | — | $250K |
| BLAKE & UHLIG EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $201K |
| ZENITH AMERICAN SOLUTIONS, INC EIN 52-1590516 NONE | Other services; Contract Administrator; Direct payment from the plan Service code 13 | — | $155K |
| DELTA DENTAL OF MISSOURI EIN 43-0908349 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $149K |
| CLIFTONLARSONALLEN EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $86K |
| UNITED ACTUARIAL SERVICES INC EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $64K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 52-1260282 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $58K |
| REDSTONE EIN 48-1105831 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $42K |
| 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 | $25K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 NONE | Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management; Trustee (discretionary) Service code 21 | — | $11K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| USPS EIN 41-0760000 NONE | Other fees; Direct payment from the plan Service code 50 | — | $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 | 3,170 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,208 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 183 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INSURANCE COMPANY | 1,498 | $1.8M |
| Prescription drug | HUMANA INSURANCE COMPANY | 1,498 | $1.8M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,743 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,743 | — |
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.