No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITEDHEALTHCARE EIN 41-1289245 NONE | Contract Administrator Service code 13 | — | $4.1M |
| ALIGHT EIN 82-1061233 NONE | Contract Administrator Service code 13 | — | $1.4M |
| JDPT MANAGER LLC EIN 80-0905495 NONE | Investment management Service code 28 | — | $517K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management Service code 28 | — | $365K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Investment management Service code 28 | — | $267K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 NONE | Investment management Service code 28 | — | $188K |
| ALLSPRING EIN 86-3510848 NONE | Investment management Service code 28 | — | $161K |
| DELOITTE EIN 13-3891517 NONE | Accounting (including auditing) Service code 10 | — | $147K |
| BNY MELLON EIN 13-5160382 NONE | Trustee (directed) Service code 25 | — | $117K |
| THE ALLIANCE NONE | Contract Administrator Service code 13 | 37 KESSEL CT MADISON, WI 53711 | $84K |
| AON INVESTMENTS NONE | Contract Administrator Service code 13 | 39584 TREASURY CENTER CHICAGO, IL 60694 | $0 |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,278 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,278 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE | 20,234 | $12.5M |
| Dental | DELTA DENTAL OF WISCONSIN | 945 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,234 | — |
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.