| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 | 20700 SWENSON DR #375 WAUKESHA, WI 53186 | DEAN HEALTH PLAN INC | $19K | — | $19K | 1.38% |
| OBERLOH, JESSE D3 | HAUSMANN GROUP 740 REGENT ST. #400 MADISON, WI 53715 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $32K | — | $32K | 3.69% |
| HAUSMANN GROUP INC3 | 20700 SWENSON DR #375 WAUKESHA, WI 53186 | PREVEA360 HEALTH PLAN | $3K | — | $3K | 1.97% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $11K | — | $11K | 8.88% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 6.65% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.80% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 8.29% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 14.65% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 42.31% |
| CLARITY ENROLLMENT SOLUTIONS LLC3 | 7825 WASHINGTON AVE S, STE 710 MINNEAPOLIS, MN 55439 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 22.69% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 42.59% |
| CLARITY ENROLLMENT SOLUTIONS LLC3 | 7825 WASHINGTON AVE S, STE 710 MINNEAPOLIS, MN 55439 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 22.41% |
| HAUSMANN GROUP INC3 | 740 REGENT ST STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 43.60% |
| CLARITY ENROLLMENT SOLUTIONS LLC3 | 7825 WASHINGTON AVE S, STE 710 MINNEAPOLIS, MN 55439 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 21.40% |
| CARUTH, JENNON, M3 Filed as: CARUTH, JENNON M | PO BOX 46122 EDEN PRAIRIE, MN 55344 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $386 | $19 | $405 | 22.08% |
| CHASE JR, THEODORE W3 | 206 WINDSOR ST SUN PRAIRIE, WI 53590 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $210 | — | $210 | 11.45% |
| CARUTH, JENNON, M3 | PO BOX 46122 EDEN PRAIRIE, MN 55344 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $386 | $19 | $405 | 22.08% |
| CHASE JR, THEODORE W3 Filed as: CHASE, THEODORE W | 206 WINDSOR ST SUN PRAIRIE, WI 53590 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $210 | — | $210 | 11.45% |
| CARUTH, JENNON, M3 | PO BOX 46122 EDEN PRAIRIE, MN 55344 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $157 | $10 | $167 | 34.72% |
| CHASE JR, THEODORE W3 Filed as: CHASE, THEODORE W | 206 WINDSOR ST SUN PRAIRIE, WI 53590 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 17.67% |
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 | 338 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 353 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | DEAN HEALTH PLAN INC | 116 | $2.4M |
| Dental | DELTA DENTAL OF WISCONSIN | 161 | $122K |
| Vision | WYSSTA INSURANCE COMPANY INC | 136 | $23K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 507 | $47K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 31 | $64K |
| Long-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 506 | $73K |
| Other(8 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 507 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 507 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.