| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JODI L WIENKES3 | 30 HARMON AVE. BELLEVILLE, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $573 | $5K | 6.85% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS | — | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC | $6K | — | $6K | 10.00% |
| JODI L WIENKES3 Filed as: JODI L. WIENKES | 30 HARMON AVE. BELLEVILLE, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $340 | $5K | 10.79% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| JODI L WIENKES3 | 30 HARMON AVE BELLEVILLE, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $238 | $3K | 10.86% |
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 | 383 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 389 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC | 325 | $64K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 772 | $111K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 191 | $28K |
| Stop-loss / reinsurancereinsurance | QBE INSURANCE CORPORATION | 417 | $622K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 772 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 772 | — |
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.