No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Other services; Direct payment from the plan; Plan Administrator Service code 14 | — | $1.3M |
| CAREATC EIN 73-1598062 NONE | Other services; Direct payment from the plan Service code 49 | — | $1.1M |
| UNITED HEALTHCARE INSURANCE CO. EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $819K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $153K |
| EXPRESS SCRIPTS HOLDING COMPANY NONE | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $91K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $76K |
| U.S. BANK N.A. EIN 31-0841368 NONE | Investment management; Direct payment from the plan Service code 28 | — | $74K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $72K |
| LEE JOST & ASSOCIATES EIN 39-1401001 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $70K |
| ZELIS CLAIMS INTEGRITY INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 2 CROSSROADS DRIVE BEDMINSTER, NJ 07921 | $66K |
| CASE MANAGEMENT SPECIALISTS, INC. NONE | Direct payment from the plan; Other services Service code 49 | 553 S. INDUSTRIAL DRIVE HARTLAND, WI 53058 | $64K |
| BUILDING TRADES UNITED PENSION FUND EIN 51-6049409 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| SEGAL CONSULTING NONE | Consulting (general); Direct payment from the plan Service code 16 | 101 NORTH WACKER DR., SUITE 500 CHICAGO, IL 60606 | $19K |
| SIKICH LLP EIN 36-3168081 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| COMBINED CRAFTS EIN 39-1401001 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $12K |
| UMR NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 88822 MILWAUKEE, WI 532880822 | $10K |
| H.J. KNIGHT INTERNATIONAL NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | 30 BRAINTREE HILL OFFICE PARK BRAINTREE, MA 53029 | $10K |
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 | 1,686 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 649 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,335 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HCC LIFE INSURANCE COMPANY | 1,789 | $316K |
| Dental | CARE PLUS DENTAL PLANS, INC. | 346 | $258K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,789 | $147K |
| Other | HCC LIFE INSURANCE COMPANY | 1,789 | $316K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,789 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.