No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Copying and duplicating; Other commissions; Contract Administrator; Claims processing Service code 12 | — | $628K |
| US BANK N.A. EIN 31-0841368 NONE | Other services; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $65K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $65K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $53K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Direct payment from the plan; Other services Service code 49 | — | $47K |
| OGLETREE DEAKINS NASH SMOAK & STEWA EIN 57-1044820 NONE | Legal; Direct payment from the plan Service code 29 | — | $33K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| AETNA INC. EIN 20-1736437 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $20K |
| EPLAN LLC EIN 20-3720767 NONE | Direct payment from the plan; Consulting (general); Insurance services Service code 16 | — | $8K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $7K |
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 | 2,859 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 300 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,159 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFEMAP ASSURANCE COMPANY | 5,037 | $30K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 5,037 | $30K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,264 | $1.1M |
| Other | LIFEMAP ASSURANCE COMPANY | 5,037 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,037 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.