| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ONE TIME CONSULTING, LLC3 | 2450 HUMMINGBIRD DR. GREEN BAY, WI 54303 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 7.98% |
| FORSITE BENEFIT PARTNERS3 Filed as: FORSITE BENEFIT PARTNERS LLC | 2300 RIVERSIDE DRIVE GREEN BAY, WI 54301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.50% |
| SECURITY PLUS LLC3 | 2308 MINNESOTA AVE STEVENS POINT, WI 54481 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5K | — | $5K | 22.68% |
| ONE TIME CONSULTING, LLC3 | 2450 HUMMINGBIRD DR. GREEN BAY, WI 54303 | WYSSTA INSURANCE COMPANY INC. | $2K | — | $2K | 7.94% |
| ONE TIME CONSULTING, LLC3 | 2450 HUMMINGBIRD DR. GREEN BAY, WI 54303 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.53% |
| FORSITE BENEFIT PARTNERS3 Filed as: FORSITE BENEFIT PARTNERS LLC | 2300 RIVERSIDE DRIVE GREEN BAY, WI 54301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 6.41% |
| SECURITY PLUS LLC3 | 2308 MINNESOTA AVE STEVENS POINT, WI 54481 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 25.15% |
| ONE TIME CONSULTING, LLC3 | 2450 HUMMINGBIRD DR. GREEN BAY, WI 54303 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $322 | — | $322 | 5.81% |
| FORSITE BENEFIT PARTNERS3 Filed as: FORSITE BENEFIT PARTNERS LLC | 2300 RIVERSIDE DRIVE GREEN BAY, WI 54301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $232 | — | $232 | 4.19% |
| DELTAL DENTAL OF WISCONSIN5 | 2801 HOOVER ROAD STEVENS POINT, WI 54481 | DELTA DENTAL OF WISCONSIN | — | $7K | $7K | — |
| CORY GILMET3 | ONE TIME CONSULTING, LLC 2450 HUMMINGBIRD DR. GREEN BAY, WI 54303 | DELTA DENTAL OF WISCONSIN | $62 | — | $62 | — |
No Schedule C service providers reported on this filing.
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 | 246 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 139 | $0 |
| Vision | WYSSTA INSURANCE COMPANY INC. | 117 | $20K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 214 | $37K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 89 | $19K |
| Other(3 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 214 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 214 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.