| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $52K | — | $52K | 0.48% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $37K | — | $37K | 0.34% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $18K | — | $18K | 0.43% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $13K | — | $13K | 0.31% |
| ASSOCIATED FINANCAIL GROUP, LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 541362142 | RELIASTAR LIFE INSURANCE COMPANY | $79K | — | $79K | 6.88% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 702 N HIGH POINT RD MADISON, WI 537172240 | RELIASTAR LIFE INSURANCE COMPANY | $44K | — | $44K | 3.84% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $11K | — | $11K | 1.90% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $8K | — | $8K | 1.41% |
| TENTH DOT BENEFITS SOLUTIONS LLC3 Filed as: TENTH DOT BENEFITS SOLUTION LLC | 444 LIBERTY AVE STE 750 PITTSBURGH, PA 15222 | HIGHMARK, INC. | $8K | — | $8K | 1.88% |
| U R L INC3 | 5320 JAYCEE AVE HARRISBURG, PA 17112 | HIGHMARK, INC. | $3K | — | $3K | 0.74% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | WYSSTA INSURANCE COMPANY INC | $7K | — | $7K | 5.29% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE STE 11 PORT WASHINGTON, WI 53074 | WYSSTA INSURANCE COMPANY INC | $5K | — | $5K | 3.37% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 1.70% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 1.34% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE STE 11 PORT WASHINGTON, WI 53074 | WYSSTA INSURANCE COMPANY INC | $281 | — | $281 | 5.68% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | WYSSTA INSURANCE COMPANY INC | $174 | — | $174 | 3.52% |
| CMIC SPECIALTY SERVICES, INC.3 | P.O. BOX 767 MERRILL, WI 54452 | GERBER LIFE INSURANCE COMPANY | $218 | — | $218 | 15.00% |
| CMIC SPECIALTY SERVICES, INC.3 | P.O. BOX 767 MERRILL, WI 54452 | GERBER LIFE INSURANCE COMPANY | $208 | — | $208 | 15.01% |
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 | 1,120 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 180 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,300 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 1,549 | $16.0M |
| Vision(2 contracts) | WYSSTA INSURANCE COMPANY INC | 1,029 | $145K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,107 | $1.2M |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,107 | $1.2M |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,107 | $1.2M |
| Prescription drug(5 contracts, 2 carriers) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 1,549 | $16.0M |
| Other(4 contracts, 3 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,107 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,549 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.