| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | MINNESOTA LIFE INSURANCE COMPANY | — | $79K | $79K | 2.40% |
| AON CONSULTING INC3 Filed as: AON HEWITT | 8182 MARYLAND AVE SUITE 1500 ST LOUIS, MO 63105 | MINNESOTA LIFE INSURANCE COMPANY | $3K | — | $3K | 0.10% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | MINNESOTA LIFE INSURANCE COMPANY | — | $47K | $47K | 2.40% |
| AON CONSULTING INC3 Filed as: AON HEWITT | 8182 MARYLAND AVE SUITE 1500 ST LOUIS, MO 63105 | MINNESOTA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.10% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLMARK INC. NONE | Direct payment from the plan; Claims processing Service code 12 | 1331 GRAND AVENUE PO BOX 9232 DES MOINES, IA 503069232 | $195K |
| ELK CREEK PARTNERS, LLC EIN 27-5463196 NONE | Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $153K |
| BOSTON PARTNERS GLOBAL INVESTORS EIN 98-0202744 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management Service code 28 | — | $116K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $96K |
| AON HEWITT INVESTMENT CONSULTING EIN 36-2235791 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $83K |
| PIMCO EIN 33-0629048 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $77K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $77K |
| MARATHON LONDON NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | 118. NORTH BEDFORD ROAD SUITE 202 MT KISCO, NY 10549 | $62K |
| DODGE AND COX EIN 94-1441976 NONE | Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $53K |
| JENNISON ASSOCIATES LLC EIN 22-2540245 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $49K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| STATE STREET BANK AND TRUST EIN 93-0249060 NONE | Trustee (directed); Soft dollars commissions; Investment management fees paid indirectly by plan; Custodial (other than securities); Investment management; Direct payment from the plan; Custodial (securities); Other fees; Investment management fees paid directly by plan Service code 18 | — | $12K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,260 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 864 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 7,277 | $5.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,277 | — |
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.