No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Other fees Service code 50 | — | $201K |
| 2MH LLC EIN 84-1579977 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $196K |
| SHIRAZI-MILLER BENEFITS LLC EIN 20-4864708 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $185K |
| GLENWOOD INSURANCE AGENCY EIN 84-1483596 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $166K |
| EMPLOYEE 3 EIN 84-6067792 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $138K |
| WOODRIDGE ADVISORS LLC EIN 45-4890321 NONE | Other services; Direct payment from the plan Service code 49 | — | $138K |
| MINES AND ASSOCIATES INC. EIN 84-1028610 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $128K |
| EMPLOYEE 4 EIN 84-6067792 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $126K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $117K |
| NEIL GARING AGENCY EIN 84-0971036 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $93K |
| EMPLOYEE 2 EIN 84-6067792 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| MOUNTAIN WEST INSURANE & FINANCIAL EIN 47-2532916 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $80K |
| EMPLOYEE 1 EIN 84-6067792 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| DEVLIN FINANCIAL SERVICES EIN 20-1475067 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $63K |
| STRATEGIC CAPITAL ADVISERS INC EIN 33-0280278 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $62K |
| SPENCER FANE LLP EIN 44-0561981 NONE | Legal; Direct payment from the plan Service code 29 | — | $47K |
| MOODY INSURANCE EIN 84-0622206 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $41K |
| PLANTE & MORAN PLLC EIN 38-1357951 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| TRION GROUP MARSH & MCLELLAN AGENCY EIN 26-3237576 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $37K |
| HUB INTERNATIONAL INSURANCE SERVICE EIN 43-1155276 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $36K |
| LOCKTON COMPANIES EIN 20-3354970 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $35K |
| ASSURED PARTNERS OF COLORADO EIN 45-2712335 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $34K |
| LEAVITT GROUP EIN 84-1346644 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $33K |
| CHERRY CREEK INS DBA CCIG EIN 84-1040215 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $27K |
| HOMES MURPHY & ASSOCIATES EIN 42-0985055 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $25K |
| MICHAEL SAILOR INSURANCE EIN 84-1373942 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $24K |
| MINUTEMAN PRESS EIN 26-0052512 NONE | Other services; Direct payment from the plan Service code 49 | — | $24K |
| TAGGART & ASSOCIATES EIN 84-0562640 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $23K |
| COLORADO INSURANCE STORE EIN 02-0775582 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $20K |
| THE WRIGHT GROUP SERVICES EIN 37-1758285 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $19K |
| DIGITAL INSURANCE LLC EIN 58-2522668 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $18K |
| MIA CORP EIN 47-2482907 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $17K |
| COLORADO CONSTRUCTION & DESIGN EIN 93-0885464 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| CREST INSURANCE GROUP OF COLORADO EIN 82-5282091 NONE | Direct payment from the plan; Insurance brokerage commissions and fees Service code 50 | — | $14K |
| VIDA BUSINESS SOLUTIONS EIN 85-0881628 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| GERALD L LUKTON CO INC EIN 74-2443648 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $10K |
| CORNERSTONE INSURANCE & FINANCIAL EIN 81-1005479 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $9K |
| ASSURED EQUITY MANAGEMENT EIN 20-0857620 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $9K |
| GBS COLORADO EIN 84-0875198 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| PEAK BENEFITS LLC EIN 45-4193330 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| CONSOLIDATED INSURANCE GROUP EIN 90-0270681 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $6K |
| COMCAST EIN 27-0000798 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| COLORADO INSURANCE BENEFITS, INC. EIN 42-1638219 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $5K |
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 | 3,585 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,587 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | DAVIS VISION | 2,249 | $88K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 5,024 | $130K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 5,024 | $130K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,024 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.