No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 NONE | Claims processing; Contract Administrator Service code 12 | — | $1.0M |
| MCA TRUSTS ADMINISTRATIVE OFFICE EIN 81-0462349 ADMIN MINISTERIAL STAFF | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $721K |
| BUCKLEY MAXWELL DIXON DOLEZAL PC EIN 92-2729620 NONE | Legal Service code 29 | — | $411K |
| NAVITUS HEALTH SOLUTIONS, LLC EIN 04-3608530 NONE | Claims processing; Contract Administrator Service code 12 | — | $199K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing) Service code 10 | — | $110K |
| PRINCIPAL TRUST COMPANY EIN 51-0099493 NONE | Investment advisory (plan); Investment management; Custodial (securities) Service code 19 | — | $88K |
| THE SEGAL COMPANY, INC. EIN 94-1503999 NONE | Consulting (general); Actuarial Service code 11 | — | $74K |
| ECONO PRINT, INC. EIN 81-0532153 NONE | Participant communication; Copying and duplicating Service code 36 | — | $28K |
| PRISM HEALTH STRATEGISTS, LLC EIN 84-3791694 NONE | Consulting fees Service code 70 | — | $19K |
| WELLS FARGO BANK N.A. EIN 94-1347393 NONE | Custodial (securities); Investment management; Investment advisory (plan) Service code 19 | — | $11K |
| MAILING TECHNICAL SERVICES EIN 81-0484845 NONE | Copying and duplicating; Participant communication Service code 36 | — | $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 | 2,132 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HCC LIFE INSURANCE COMPANY | 2,142 | $1.5M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 1,904 | $64K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 2,142 | $1.5M |
| Other | SYMETRA LIFE INSURANCE COMPANY | 1,904 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,142 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.