| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MIDWEST PENSION & PROFIT SHARING SV3 | 121 S 8TH ST STE 630 MINNEAPOLIS, MN 55402 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $18K | — | $18K | — |
| JOHN M EISENHART3 | 10250 REGENCY CIRCLE OMAHA, NE 68114 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $6 | — | $6 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MASSACHUSSETTS MUTUAL LIFE INSURANC EIN 04-1590850 CONTRACT ADMINISTRATOR | Investment management fees paid indirectly by plan; Distribution (12b-1) fees; Other insurance wrap fees; Other investment fees and expenses; Sub-transfer agency fees; Recordkeeping fees; Soft dollars commissions Service code 52 | — | $29K |
| MIDWEST PENSION & PROFIT SHARING SE EIN 41-1447816 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $10K |
| ALGER EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| AMERICAN CENTURY EIN 44-6006315 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| AMERICAN FUNDS EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| BARON EIN 13-3806818 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| COLUMBIA EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| ENVESTNET RETIREMENT SOLUTIONS LLC EIN 61-1732930 INVESTMENT PROVIDER | Investment advisory (plan) Service code 27 | — | $0 |
| FRANKLIN TEMPLETON EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| INVESCO EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Investment management fees paid indirectly by plan; Other investment fees and expenses; Sub-transfer agency fees; Distribution (12b-1) fees Service code 52 | — | $0 |
| MFS INVESTMENT MANAGEMENT EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| OPPENHEIMER EIN 90-0342299 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| T ROWE PRICE EIN 52-1151266 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $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 | 286 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 26 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 316 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 286 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 286 | — |
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."
No prospect flags tripped on this filing.