See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 7 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 11 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR INC EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | 115 W WAUSAU AVE WAUSAU, WI 54401 | $100K |
| ROBERTSON RYAN & ASSOCIATES EIN 39-0605130 BROKER | Claims processing Service code 12 | 20975 SWENSON DR SUITE 175 WAUKESHA, WI 53186 | $6K |
| UNITED OF OMAHA LIFE INSURANCE COMP EIN 47-0322111 CLAIMS PROCESSING | Claims processing Service code 12 | 3300 MUTUIAL OF OMAHA PLAZA OMAHA, NE 68175 | $3K |
| SUN LIFE ASSURANCE CO OF CANADA EIN 38-1082080 CLAIMS PROCESSING | Claims processing Service code 12 | ONE SUN LIFE EXECUTIVE PARK WELLESLEY HILLS, MA 02481 | $1K |
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 | 110 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 138 | $125K |
| Life insurance(2 contracts, 2 carriers) | MUTUAL OF OMAHA | 233 | $20K |
| Long-term disability(2 contracts, 2 carriers) | MUTUAL OF OMAHA | 117 | $29K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE | 113 | $943K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 113 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 233 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.