No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION EIN 39-1401001 NONE | Contract Administrator; Other fees; Direct payment from the plan Service code 13 | — | $1.1M |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $652K |
| ANTHEM BLUE CROSS OF WISCONSIN EIN 39-0138065 NONE | Other services; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $376K |
| REINHART, BOERNER, VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $209K |
| THE SEGAL COMPANY, INC. EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan; Insurance brokerage commissions and fees; Actuarial Service code 11 | — | $127K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $92K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $81K |
| NUVEEN ASSET MANAGEMENT EIN 31-0942504 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $72K |
| US BANK EIN 41-0417860 NONE | Investment management fees paid directly by plan; Account maintenance fees; Direct payment from the plan Service code 50 | — | $38K |
| THE BOGDAHN GROUP EIN 59-3676225 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $30K |
| FREYBERG & HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| GLOBALCARE, INC. NONE | Direct payment from the plan; Other services Service code 49 | 6875 SHILOH ROAD EAST ALPHARETTA, GA 300058372 | $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 | 2,099 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 588 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,687 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 2,019 | $0 |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,687 | $140K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,687 | $140K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,687 | — |
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.
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.