No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Plan Administrator Service code 14 | 700 TOWER DRIVE, SUITE 300 TROY, MI 48098 | $291K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal Service code 29 | 753 STATE AVENUE KANSAS CITY, MO 66101 | $160K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 N. MERIDIAN ST. CARMEL, IN 460324529 | $65K |
| FIRST NATIONAL BANK OF OMAHA EIN 47-0259043 NONE | Custodial (securities) Service code 19 | 1620 DODGE ST OMAHA, NE 68102 | $58K |
| O'DONNELL, FICENEC, WILLS & FERDIG EIN 47-0387937 NONE | Accounting (including auditing) Service code 10 | 4815 SO. 107TH AVE. OMAHA, NE 68127 | $52K |
| INVESTMENT CONSULTING GROUP, INC. EIN 47-1358707 NONE | Investment advisory (plan) Service code 27 | 5117 JERSEY RIDGE ROAD DAVENPORT, IA 52807 | $15K |
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 | 1,151 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 345 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF NEBRASKA | 1,487 | $965K |
| Dental | BLUE CROSS BLUE SHIELD OF NEBRASKA | 1,487 | $965K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,298 | $530K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,487 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.