| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 3.83% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $7K | $11K | 10.45% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 5.00% |
| ACRISURE LLC3 | DBA HNI RISK SERVICES 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | MAHATTANLIFE | $58K | — | $58K | 64.78% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $4K | $7K | 11.84% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $4K | $8K | 19.55% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $2K | $7K | 22.48% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | VISION SERVICE PLAN | $6K | — | $6K | 21.02% |
| HNI RISK SERVICES3 Filed as: HNI RISK SERVICES LLC | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | VISION SERVICE PLAN | $3K | — | $3K | 8.88% |
| MERCY HEALTH & BENEFITS LLC3 | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | VISION SERVICE PLAN | -$2 | — | -$2 | -0.01% |
| ACRISURE LLC3 | DBA HNI RISK SERVICES 16805 W. CLEVELAND AVE NEW BERLIN, WI 53151 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $288 | — | $288 | 10.09% |
| HNI RISK SERVICES3 | 16805 W. CLEVELAND AVE NEW BERLIN, WI 53151 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $144 | — | $144 | 5.05% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $20 | $20 | 0.70% |
| ACRISURE LLC3 Filed as: ACRISURE LLC DBA | EMPLOYEE BENEFIT SERVICES 489 SEMINOLE ROAD MUSKEGON, MI 49444 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | $15 | $15 | 0.53% |
| ACRISURE LLC3 | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $414 | $283 | $697 | 25.24% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $138 | $138 | 5.00% |
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 | 371 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 371 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 50 | $190K |
| Vision | VISION SERVICE PLAN | 238 | $29K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 371 | $94K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 287 | $101K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 361 | $40K |
| Other(4 contracts, 3 carriers) | MAHATTANLIFE | 371 | $153K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 371 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.