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 | — | $1.3M |
| ANTHEM BLUE CROSS OF WISCONSIN EIN 39-0138065 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Contract Administrator; Float revenue Service code 12 | — | $713K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $427K |
| REINHART, BOERNER, VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $188K |
| ZELIS HEALTHCARE NONE | Other services; Direct payment from the plan Service code 49 | 2 CONCOURSE PARKWAY, SUITE 300 ATLANTA, GA 30328 | $148K |
| SEGAL EIN 13-1975125 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $129K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $93K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 7550 MENLO PARK, CA 94026 | $87K |
| COMBINED CRAFTS EIN 39-1401001 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $52K |
| 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 | — | $42K |
| WEX HEALTH, INC EIN 06-1593514 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $36K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $35K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $33K |
| ANDCO CONSULTING EIN 59-3676225 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $23K |
| MARINER WEALTH ADVISORS NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 18500 W CORPORATE DR SUITE 120 BROOKFIELD, WI 53045 | $8K |
| US BANK EIN 41-0417860 NONE | Direct payment from the plan; Account maintenance fees; Investment management fees paid directly by plan Service code 50 | — | $7K |
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 | 2,500 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 695 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 212 | $142K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 3,813 | $139K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 3,813 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,813 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.