| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE HORTON GROUP3 Filed as: HORTON GROUP INC - ORLAND PARK | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | HUMANA INSURANCE COMPANY | $37K | $4K | $41K | 3.29% |
| THE HORTON GROUP3 Filed as: HORTON GROUP INC - ORLAND PARK | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | HUMANA INSURANCE COMPANY | $3K | $1K | $5K | 5.49% |
| PATRICK J KOHLER3 | 11270 W. PARK PLACE STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $1K | $468 | $2K | 3.80% |
| BRIAN P DIX3 | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $843 | $212 | $1K | 2.52% |
| WILLIAM JOHN COLLINS3 | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $843 | $212 | $1K | 2.52% |
| THE HOLTER AGENCY INC3 | 100 E. WISCONSIN AVENUE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $449 | $54 | $503 | 1.20% |
| JAMES P GROGAN3 | 11270 W. PARK PLACE STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $113 | $41 | $154 | 0.37% |
| PATRICK J KOHLER3 | 11270 W. PARK PLACE SUITE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $2K | $414 | $2K | 5.86% |
| WILLIAM JOHN COLLINS3 Filed as: WILLIAM J COLLINS | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $1K | $311 | $2K | 4.40% |
| BRIAN P DIX3 | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $1K | $310 | $2K | 4.40% |
| THE HOLTER AGENCY INC3 | 100 E. WISCONSIN AVENUE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $657 | $79 | $736 | 2.10% |
| JAMES P GROGAN3 | 11270 W. PARK PLACE STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $164 | $59 | $223 | 0.64% |
| PATRICK J KOHLER3 | 11270 W PARK PLACE STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $932 | $235 | $1K | 3.80% |
| BRIAN P DIX3 | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $699 | $176 | $875 | 2.85% |
| WILLIAM JOHN COLLINS3 Filed as: WILLIAM J COLLINS | 1036 W. JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $699 | $176 | $875 | 2.85% |
| THE HOLTER AGENCY INC3 | 100 E. WISCONSIN AVENUE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $372 | $45 | $417 | 1.36% |
| JAMES P GROGAN3 | 11270 W PARK PLACE STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $93 | $33 | $126 | 0.41% |
| THE HORTON GROUP3 Filed as: HORTON GROUP INC - ORLAND PARK | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | HUMANA INSURANCE COMPANY | $1K | $218 | $2K | 10.79% |
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 | 187 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 188 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | HUMANA INSURANCE COMPANY | 134 | $82K |
| Vision | HUMANA INSURANCE COMPANY | 114 | $14K |
| Life insurance | NORTHWESTERN MUTUAL | 187 | $42K |
| Short-term disability | NORTHWESTERN MUTUAL | 187 | $31K |
| Long-term disability | NORTHWESTERN MUTUAL | 187 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.