No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Other services; Claims processing Service code 12 | — | $468K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $381K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $156K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Trustee (discretionary); Investment management Service code 24 | — | $72K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| GLOBALCARE, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | DEPT AT 952968 ATLANTA, GA 311922968 | $21K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| BUILDING TRADES UNITED PENSION FUND EIN 51-6049409 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
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 | 613 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 208 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 821 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 517 | $759K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE INSURANCE COMPANY | 658 | $242K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 669 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 669 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.