No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 N/A | Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services Service code 12 | N17W24340 RIVERWOOD DR, WI 53188 | $2.4M |
| CARDAY ASSOCIATES, INC. EIN 53-0257019 N/A | Contract Administrator; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | N27 W23233 ROUNDY DR. P.O.BOX 160 PEWAUKEE, WI 530720160 | $1.7M |
| CASE MANAGEMENT SPECIALIST, INC. EIN 61-1688248 N/A | Consulting fees Service code 70 | P.O. BOX 102 NASHOTAH, WI 53058 | $592K |
| SILVERSCRIPT INSURANCE COMPANY N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | P.O. BOX 52067 PHOENIX, AZ 850722067 | $326K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 N/A | Other fees Service code 99 | TWO EXECUTIVE CAMPUS SUITE 400 CHERRY HILL, NJ 08002 | $155K |
| CONSTRUCTION BUSINESS GROUP EIN 39-1703979 AFFILIATED ORGANIZATON | Plan Administrator Service code 14 | 4702 S. BILTMORE LANE MADISON, WI 53718 | $130K |
| SIERRA INVESTMENT PARTNERS, INC EIN 68-0370668 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 2625 BUTTERFIELD RD OAK BROOK, IL 60523 | $120K |
| CVS CAREMARK EIN 95-3382344 N/A | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | 2211 SANDERS ROAD NBT-5 NORTHBROOK, IL 60062 | $120K |
| JOHNSON BANK EIN 39-1141446 N/A | Custodial (securities); Direct payment from the plan; Float revenue Service code 19 | 7500 GREEN BAY ROAD KENOSHA, WI 53142 | $98K |
| NATIONAL INVESTMENT SERVICES, INC EIN 80-0169636 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | 777 EAST WISCONSIN AVE. SUITE 2350 MILWAUKEE, WI 532025391 | $95K |
| THE SEGAL COMPANY, INC EIN 13-1975125 N/A | Consulting (general); Actuarial Service code 11 | 101 NORTH WACKER DRIVE SUITE 500 CHICAGO, IL 606061724 | $86K |
| IUOE LOCAL 139 EIN 39-0368025 AFFILIATED LABOR ORGANIZA | Plan Administrator Service code 14 | N27 W23233 ROUNDY DR. P.O.BOX 130 PEWAUKEE, WI 53072 | $75K |
| BPA OF WISCONSIN EIN 39-1400101 N/A | Accounting (including auditing) Service code 10 | 11270 WEST PARK PLACE, STE 950 MILWAUKEE, WI 53224 | $66K |
| SOMMERS AND FARHNRENBACH N/A | Other services Service code 49 | 3301 WEST BELMONT AVE CHICAGO, IL 60618 | $53K |
| INDUSTRY FUND MANAGEMENT PTY LTD N/A | Investment management Service code 28 | 114 WEST 47TH STREET, 26TH FLOOR NEW YORK, NY 10036 | $53K |
| ROBERT W. BAIRD & CO., INC. EIN 39-6037917 N/A | Investment management; Investment management fees paid indirectly by plan Service code 28 | 777 EAST WISCONSIN AVENUE MILWAUKEE, WI 532025391 | $52K |
| MARQUETTE ASSOCIATES EIN 36-3485298 N/A | Consulting (pension) Service code 17 | 180 NORTH LASALLE ST. SUITE 3500 CHICAGO, IL 60601 | $39K |
| QUARLES & BRADY LLP N/A | Legal Service code 29 | 411 E WISCONSIN AVE, STE 2350 MILWAUKEE, WI 432024426 | $37K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 N/A | Accounting (including auditing) Service code 10 | 566 W. LAKE STREET SUITE 300 CHICAGO, IL 606611414 | $27K |
| SENSIBLE GURUS EIN 27-2361988 N/A | Other services Service code 49 | 19115 W. NATIONAL AVE. NEW BERLIN, WI 53146 | $22K |
| PART D ADVISORS, INC NONE | Other services Service code 49 | 17199 N. LAUREL PARK DRIVE, STE 400 LIVONIA, MI 48152 | $11K |
| MEDICAL REVIEW INSTITUTE EIN 87-0515201 N/A | Consulting (general) Service code 16 | 2875 S DECKER LAKE DR., STE 550 SALT LAKE CITY, UT 84119 | $10K |
| MARY JANE DEBATTISTA EIN 23-7166771 TRUSTEE | Trustee (individual) Service code 20 | — | $7K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | 333 WEST 34TH STREET, 2ND FLOOR NEW YORK, NY 100012402 | $6K |
| LEN SHELTON EIN 23-7166771 TRUSTEE | Trustee (individual) Service code 20 | — | $5K |
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 | 5,824 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,780 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,604 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 7,883 | $1.1M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 7,883 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,883 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.