| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY | 5555 GLENRIDGE CONNECTOR 600 ATLANTA, GA 30342 | NETWORK HEALTH PLAN | $1K | $0 | $1K | 0.57% |
| HAYS COMPANIES, INC.3 Filed as: HAYS COMPANIES INC | 1200 N MAYFAIR RD STE 100 MILWAUKEE, WI 53226 | HARTFORD LIFE AND ACCIDENT | $5K | $0 | $5K | 8.78% |
| MARSH & MCLENNAN AGENCY LLC3 | 2725 S MOORLAND ROAD NEW BERLIN, WI 53151 | HARTFORD LIFE AND ACCIDENT | $2K | $0 | $2K | 3.50% |
| JAMES R MUELLER3 | 4349 BUCHANAN RD OCONOMOWOC, WI 53066 | HARTFORD LIFE AND ACCIDENT | $1K | $0 | $1K | 2.72% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF FLORIDA INC | 100 RIAL TO PLACE STE 900 MELBROUNE, FL 32901 | HARTFORD LIFE AND ACCIDENT | $0 | $267 | $267 | 0.52% |
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 | 206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 206 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 206 | $52K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 206 | $52K |
| Other | HARTFORD LIFE AND ACCIDENT | 206 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 206 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.