No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Claims processing; Other services Service code 12 | — | $405K |
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1401001 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $394K |
| THE SEGAL COMPANY (MIDWEST) EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $123K |
| HEALTH GAUGE NONE | Direct payment from the plan; Other services Service code 49 | 2407 SW 9TH ST. DES MOINES, IA 50315 | $76K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| TEAM CORPORATION NONE | Direct payment from the plan; Insurance services Service code 23 | PO BOX 909500 KANSAS CITY, MO 64190 | $39K |
| STRATEGIC CAPITAL NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 700 E. BUTTERFIELD RD STE 320 LOMBARD, IL 60148 | $35K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| MIDWEST INSTITUTIONAL TRUST COMPANY NONE | Custodial (securities); Investment management Service code 19 | 10700 W. RESEARCH DR. STE 205 MILWAUKEE, WI 53226 | $21K |
| WEX HEALTH INC. EIN 06-1593514 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $12K |
| JOHNSON BANK NONE | Custodial (other than securities) Service code 18 | 555 WELLS STREET MILWAUKEE, WI 53202 | $9K |
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 | 639 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 157 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 796 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 793 | $789K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 669 | $397K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 667 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 793 | — |
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.