Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Kocher Insurance Group LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 7,422 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,255 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,677 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 9,918 | $1.3M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,918 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,918 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Reliastar Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 N/A | Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $3.4M |
| BENESYS EIN 38-2383171 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Claims processing Service code 10 | — | $2.0M |
| CASE MANAGEMENT SPECIALIST, INC. EIN 61-1688248 N/A | Other services Service code 49 | — | $900K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 N/A | Other services Service code 49 | — | $304K |
| RREEF AMERICA L.L.C. EIN 58-2364506 N/A | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $262K |
| ZELIS PAYMENTS HOLDINGS, LLC EIN 84-3069529 N/A | Claims processing Service code 12 | — | $214K |
| INDUSTRY FUND MANAGEMENT PTY LTD N/A | Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management Service code 28 | 114 WEST 47TH STREET, 26TH FLOOR NEW YORK, NY 10036 | $196K |
| BLACKSTONE N/A | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | 345 PARK AVE NEW YORK, NY 10154 | $195K |
| NATIONAL INVESTMENT SERVICES, INC EIN 84-3937993 N/A | Investment management Service code 28 | — | $158K |
| CONSTRUCTION BUSINESS GROUP EIN 39-1703979 AFFILIATED ORGANIZATON | Legal Service code 29 | — | $152K |
| THE SEGAL COMPANY (MIDWEST), INC EIN 13-1975125 N/A | Consulting (general) Service code 16 | — | $140K |
| REINHART BOERNER VAN DEUREN EIN 39-1126909 N/A | Legal Service code 29 | — | $133K |
| SIERRA INVESTMENT PARTNERS, INC EIN 68-0370668 N/A | Investment management Service code 28 | — | $132K |
| SOMMERS AND FARHNRENBACH EIN 36-1796440 N/A | Copying and duplicating Service code 36 | — | $111K |
| IUOE LOCAL 139 EIN 39-0368025 AFFILIATED LABOR ORGANIZA | Participant communication; Other services Service code 38 | — | $108K |
| CVS PHARMACY, INC. EIN 05-0340626 N/A | Claims processing Service code 12 | — | $89K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 N/A | Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 51 | — | $87K |
| BEACH POINT CAPITAL MANAGEMENT LP EIN 80-0242162 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $85K |
| CCSAP EIN 39-1400101 N/A | Accounting (including auditing) Service code 10 | — | $65K |
| ONTECH SYSTEMS INC EIN 20-0636722 N/A | Other services Service code 49 | — | $62K |
| US BANK EIN 31-0841368 N/A | Custodial (securities) Service code 19 | — | $60K |
| OPTUM RX EIN 33-0441200 N/A | Direct payment from the plan; Claims processing; Float revenue; Other fees Service code 12 | — | $56K |
| MARQUETTE ASSOCIATES EIN 36-3485298 N/A | Investment advisory (plan) Service code 27 | — | $51K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 N/A | Accounting (including auditing) Service code 10 | — | $42K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-1505201 N/A | Other services Service code 49 | — | $26K |
| STATE BANK OF THE LAKES N/A | Custodial (securities); Direct payment from the plan Service code 19 | 8700 75TH STREET KENOSHA, WI 53142 | $21K |
| AURORA MEDICAL GROUP EIN 39-1678306 N/A | Other services Service code 49 | — | $21K |
| SEGAL SELECT INS SERVICES, INC. EIN 46-0619194 N/A | Insurance brokerage commissions and fees Service code 53 | — | $17K |
| BURTON & MAYER EIN 39-0192018 N/A | Copying and duplicating Service code 36 | — | $9K |
| SMART DATA SOLUTIONS EIN 41-2006324 N/A | Other services Service code 49 | — | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025