No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-0138065 NONE | Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | PO BOX 34210 LOUISVILLE, KY 40233 | $2.2M |
| BPA OF WISCONSIN EIN 39-1400101 NONE | Accounting (including auditing); Contract Administrator Service code 10 | 2901 W BELTLINE HWY, STE 100 MADISON, WI 53713 | $1.7M |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal Service code 29 | 1555 NORTH RIVERCENTER DR, STE 202 MILWAUKEE, WI 53212 | $411K |
| INDUSTRY FUNDS MANAGEMENT PTY. LTD. NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 99 PARK AVE, STE 1920 NEW YORK, NY 10016 | $385K |
| UNION LABOR LIFE INSURANCE CO. EIN 13-1423090 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1625 EYE STREET NW WASHINGTON, DC 20006 | $266K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Claims processing Service code 12 | PO BOX 981 STEVENS POINT, WI 54481 | $234K |
| SAVRX EIN 47-0527013 NONE | Claims processing Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $233K |
| BEACH POINT CAPITAL MANAGEMENT EIN 80-0242162 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 484 5TH AVE., 18TH FLOOR NEW YORK, NY 10017 | $226K |
| RREEF AMERICA LLC EIN 58-2364506 NONE | Investment management fees paid directly by plan Service code 51 | — | $211K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Other services Service code 49 | 1001 N HIGHWAY A1A JUPITER, FL 33477 | $198K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | 101 N WACKER DR, STE 500 CHICAGO, IL 60606 | $158K |
| LOOMIS-SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $122K |
| WEX HEALTH INC NONE | Contract Administrator Service code 13 | 5050 LINCOLN DR EDINA, MN 55436 | $95K |
| RBC ASSET MANAGEMENT EIN 41-1460668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 100 S FIFTH ST, STE 2300 MINNEAPOLIS, MN 55402 | $88K |
| REINHART BOEMER VAN DUEREN S.C. EIN 39-1126909 NONE | Legal Service code 29 | 1000 N. WATER ST., STE. 1700 MILWAUKEE, WI 53202 | $56K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | 180 N LASALLE ST, STE 3500 CHICAGO, IL 60601 | $37K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities) Service code 19 | 50 S LASALLE ST CHICAGO, IL 60661 | $34K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVE, STE 1200 WEST BETHESDA, MD 20814 | $27K |
| EYEMED VISION BENEFITS NONE | Claims processing Service code 12 | 4000 LUXOTTICA PLACE MASON, OH 45040 | $26K |
| JP MORGAN CHASE BANK NONE | Other fees Service code 99 | 22 E MIFFLIN ST MADISON, WI 53703 | $9K |
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 | 5,658 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,894 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,552 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 2,090 | $4.1M |
| Dental | DELTA DENTAL OF WISCONSIN | 1,232 | $746K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,090 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.