| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NATIONAL BENEFIT CENTER0 | 6830 COCHRAN RD SOLON, OH 44139 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $3K | $3K | 6.13% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $967 | $447 | $1K | 3.25% |
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 3.05% |
| MIDWEST SELECT INSURANCE GROUP LLC3 Filed as: MIDWEST SELECT INSURANCE | N27 W23953 PAUL ROAD, STE 200 PEWAUKEE, WI 53072 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $967 | — | $967 | 2.22% |
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 6.14% |
| NATIONAL BENEFIT CENTER7 | 6830 COCHRAN RD SOLON, OH 44139 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 5.69% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DR KIMBERLY, WI 54136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $367 | $2K | 5.39% |
| MIDWEST SELECT INSURANCE GROUP LLC3 Filed as: MIDWEST SELECT INSURANCE | N27 W23953 PAUL ROAD, STE 200 PEWAUKEE, WI 53072 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 4.43% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DR KIMBERLY, WI 54136 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC | $1K | — | $1K | 10.98% |
| LAMAIR MULOCK CONDON CO3 | 4200 UNIVERSITY AVE STE 200 WEST DES MOINES, IA 50266 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $406 | — | $406 | 6.18% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $289 | $60 | $349 | 5.32% |
| NATIONAL BENEFIT CENTER7 | 6830 COCHRAN RD SOLON, OH 44139 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $339 | $339 | 5.16% |
| MIDWEST SELECT INSURANCE GROUP LLC3 Filed as: MIDWEST SELECT INSURANCE | N27 W23953 PAUL ROAD, STE 200 PEWAUKEE, WI 53072 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $290 | — | $290 | 4.42% |
| WILLIAM D CARLSON3 | 1533 RAEDEL RD EAU CLAIRE, WI 54703 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.62% |
| EMPLOYEE BENEFIT ADVANTAGES INC3 | 14740 BOWERS DR. NW RAMSEY, MN 55303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.27% |
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 | 251 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 252 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC | 66 | $10K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 251 | $40K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 4 | $1K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 78 | $43K |
| Other(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 251 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 251 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.