No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 N/A | Other services; Claims processing; Contract Administrator; Float revenue Service code 12 | N17W24340 RIVERWOOD DR, WI 53188 | $3.0M |
| CARDAY ASSOCIATES, INC. EIN 53-0257019 N/A | 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 | Other services Service code 49 | P.O. BOX 102 NASHOTAH, WI 53058 | $678K |
| OPTUM RX EIN 33-0441200 N/A | Float revenue; Claims processing; Direct payment from the plan; Other fees Service code 12 | — | $288K |
| RREEF AMERICA L.L.C. EIN 58-2364506 N/A | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | 5022 GATE PARKWAY, SUITE 400 JACKSONVILLE, FL 32256 | $269K |
| RED-CARD SYSTEMS, LLC EIN 20-5388701 N/A | Claims processing Service code 12 | — | $210K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 N/A | Other services Service code 49 | TWO EXECUTIVE CAMPUS SUITE 400 CHERRY HILL, NJ 08002 | $200K |
| SIERRA INVESTMENT PARTNERS, INC EIN 68-0370668 N/A | Investment management Service code 28 | 2625 BUTTERFIELD RD OAK BROOK, IL 60523 | $167K |
| BEACH POINT CAPITAL MANAGEMENT LP EIN 80-0242162 N/A | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | 1620 26TH STREET, SUITE 6000N SANTA MONICA, CA 90404 | $140K |
| NATIONAL INVESTMENT SERVICES, INC EIN 84-3937993 N/A | Investment management Service code 28 | 777 EAST WISCONSIN AVE. SUITE 2350 MILWAUKEE, WI 532025391 | $127K |
| CONSTRUCTION BUSINESS GROUP EIN 39-1703979 AFFILIATED ORGANIZATON | Legal Service code 29 | 4702 S. BILTMORE LANE MADISON, WI 53718 | $125K |
| INDUSTRY FUND MANAGEMENT PTY LTD N/A | Investment management Service code 28 | 114 WEST 47TH STREET, 26TH FLOOR NEW YORK, NY 10036 | $125K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 N/A | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | 510 FIRST AVENUE NORTH, SUITE 409 MINNEAPOLIS, MN 55403 | $121K |
| THE SEGAL COMPANY (MIDWEST), INC EIN 13-1975125 N/A | Consulting (general); Actuarial Service code 11 | 101 NORTH WACKER DRIVE SUITE 500 CHICAGO, IL 606061724 | $89K |
| IUOE LOCAL 139 EIN 39-0368025 AFFILIATED LABOR ORGANIZA | Other services; Participant communication Service code 38 | N27 W23233 ROUNDY DR. P.O.BOX 130 PEWAUKEE, WI 53072 | $83K |
| BPA OF WISCONSIN EIN 39-1400101 N/A | Accounting (including auditing) Service code 10 | 11270 WEST PARK PLACE, STE 950 MILWAUKEE, WI 53224 | $65K |
| JOHNSON BANK EIN 39-1141446 N/A | Direct payment from the plan; Custodial (securities) Service code 19 | 7500 GREEN BAY ROAD KENOSHA, WI 53142 | $60K |
| MARQUETTE ASSOCIATES EIN 36-3485298 N/A | Investment advisory (plan) Service code 27 | 180 NORTH LASALLE ST. SUITE 3500 CHICAGO, IL 60601 | $48K |
| ONTECH SYSTEMS INC EIN 20-0636722 N/A | Other services Service code 49 | N85W16186 APPLETON AVENUE, STE A MENOMONEE FALLS, WI 53051 | $37K |
| QUARLES & BRADY LLP EIN 39-0432630 N/A | Legal Service code 29 | 411 E WISCONSIN AVE, STE 2350 MILWAUKEE, WI 432024426 | $32K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 N/A | Accounting (including auditing) Service code 10 | 230 W MONROE, STE 310 CHICAGO, IL 606061724 | $29K |
| SOMMERS AND FARHNRENBACH EIN 36-1796440 N/A | Copying and duplicating Service code 36 | 3301 WEST BELMONT AVE CHICAGO, IL 60618 | $28K |
| 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 | $21K |
| SMART DATA SOLUTIONS N/A | Copying and duplicating Service code 36 | 2905 W SERVICE RD EAGAN, MN 55121 | $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 | $9K |
| SEGAL SELECT INS SERVICES, INC. EIN 46-0619194 N/A | Insurance brokerage commissions and fees Service code 53 | — | $7K |
| BURTON & MAYER EIN 39-0192018 N/A | Copying and duplicating Service code 36 | — | $6K |
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 | 6,469 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,008 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,477 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,675 | $1.3M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,675 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,675 | — |
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.