| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANSA Y & ASSOCIATES, LLC3 | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $69K | — | $69K | 0.79% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $31K | — | $31K | 0.68% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 702 N HIGH POINT RD MADISON, WI 537172240 | RELIASTAR LIFE INSURANCE COMPANY | $106K | — | $106K | 8.42% |
| U R L INC3 | 5320 JAYCEE AVE HARRISBURG, PA 17112 | HIGHMARK, INC. | $23K | — | $23K | 3.51% |
| TENTH DOT BENEFITS SOLUTIONS LLC3 Filed as: TENTH DOT BENEFITS SOLUTION LLC | 444 LIBERTY AVE STE 750 PITTSBURGH, PA 15222 | HIGHMARK, INC. | $15 | — | $15 | 0.00% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $20K | — | $20K | 3.19% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE STE 11 PORT WASHINGTON, WI 53074 | WYSSTA INSURANCE COMPANY INC | $12K | — | $12K | 8.08% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $4K | — | $4K | 3.16% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 701 MARKET STREET SUITE 1100 ST. LOUIS, MO 63101 | ZURICH AMERICAN INSURANCE COMPANY | $6K | — | $6K | 25.00% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE STE 11 PORT WASHINGTON, WI 53074 | WYSSTA INSURANCE COMPANY INC | $700 | — | $700 | 3.92% |
| CMIC SPECIALTY SERVICES, INC.3 | P.O. BOX 767 MERRILL, WI 54452 | GERBER LIFE INSURANCE COMPANY | $89 | — | $89 | 11.27% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 701 MARKET STREET, SUITE 1100 ST. LOUIS, MO 631012506 | GERBER LIFE INSURANCE COMPANY | $49 | — | $49 | 6.20% |
| CMIC SPECIALTY SERVICES, INC.3 | P.O. BOX 767 MERRILL, WI 54452 | GERBER LIFE INSURANCE COMPANY | $80 | — | $80 | 11.19% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 701 MARKET STREET, SUITE 1100 ST. LOUIS, MO 631012506 | GERBER LIFE INSURANCE COMPANY | $45 | — | $45 | 6.29% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $23 | — | $23 | — |
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 | 1,145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 186 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 2 carriers) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 1,189 | $14.7M |
| Vision(2 contracts) | WYSSTA INSURANCE COMPANY INC | 1,048 | $168K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,259 | $1.3M |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,259 | $1.3M |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,259 | $1.3M |
| Prescription drug(5 contracts, 2 carriers) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 1,189 | $14.7M |
| Other(5 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,259 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,259 | — |
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.