| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME | 700 REGENT ST MADISON, WI 53715 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $5K | $5K | 0.60% |
| BENEFIT SERVICES GROUP, INC.3 | N25W23050 PAUL ROAD PEWAUKEE, WI 53072 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $512 | $4K | 0.47% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53725 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 0.21% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INSURANCE | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | $5K | $18K | 4.52% |
| BENEFIT SERVICES GROUP, INC.3 Filed as: BENEFIT SERVICES GROUP INC. | N25W23050 PAUL ROAD PEWAUKEE, WI 53072 | UNITEDHEALTHCARE INSURANCE COMPANY | $21K | — | $21K | 18.34% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INSURANCE | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | $836 | $11K | 18.41% |
No Schedule C service providers reported on this filing.
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 | 742 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 746 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,517 | $820K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,517 | $820K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 747 | $457K |
| Short-term disability | UNITEDHEALTHCARE INSURANCE COMPANY | 615 | $112K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 747 | $398K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 1,517 | $820K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 747 | $570K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,517 | — |
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.