| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 20700 SWENSON DRIVE - STE 375 WAUKESHA, WI 53186 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $66K | $66K | 2.41% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT STREET - #400 MADISON, WI 53715 | DEAN HEALTH PLAN INC | $22K | — | $22K | 1.97% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $6K | $11K | 10.25% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE - STE 350 BEACHWOOD, OH 53713 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 2.71% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET-STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $4K | $8K | 12.84% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE - SUITE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $2K | $2K | 2.85% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 13.74% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DR. - STE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.65% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC | $3K | — | $3K | 8.08% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - SUITE 400 MADISON, WI 55315 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $8K | 19.05% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE-STE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.83% |
| HAUSMANN GROUP INC3 | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $5K | 16.72% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE - STE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $875 | $875 | 2.74% |
| WATCHTOWER BENEFITS, LLC5 | 227 W MONROE ST - STE 5200 CHICAGO, IL 60606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $480 | $480 | 1.50% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $857 | $4K | 25.35% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE - STE 5200 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $428 | $428 | 2.67% |
| WATCHTOWER BENEFITS, LLC5 Filed as: WATCHTOWER BENEFITS LLC | 227 W MONROE ST. -STE 5200 CHICAGO, IL 60606 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $240 | $240 | 1.50% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST. - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $766 | $3K | 26.39% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK EAST DRIVE - STE 350 BEACHWOOD, OH 44122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $383 | $383 | 3.19% |
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 | 486 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 486 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 186 | $3.8M |
| Vision | WYSSTA INSURANCE COMPANY INC | 309 | $41K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 502 | $85K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 502 | $111K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 502 | $65K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 544 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 544 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.