| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SPECTRUM BEN. SOL. OF CW LLC3 | 7402 STONE RIDGE DRIVE, SUITE 3 WESTON, WI 54476 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $5K | — | $5K | 1.46% |
| M3 INSURANCE SOLUTIONS INC3 | 3113 W BELTLINE HWY MADISON, WI 53708 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 0.58% |
| SPECTRUM BEN. SOL. OF CW LLC3 | 7402 STONE RIDGE DRIVE, SUITE 3 WESTON, WI 54476 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $4K | — | $4K | 1.31% |
| M3 INSURANCE SOLUTIONS INC3 | 3113 W BELTLINE HWY MADISON, WI 53708 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 0.56% |
| SPECTRUM BEN. SOL. OF CW LLC3 Filed as: SPECTRUM BEN SOL OF CW LLC | 7402 STONE RIDGE DR, STE 3 WESTON, WI 54476 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 2.78% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 3113 W BELTLINE HWY MADISON, WI 53708 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $896 | — | $896 | 1.16% |
| M3 INSURANCE SOLUTIONS INC3 | 3113 W BELTLINE HWY MADISON, WI 53708 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $490 | — | $490 | 1.79% |
| SPECTRUM BEN. SOL. OF CW LLC3 Filed as: SPECTRUM BEN SOL OF CW LLC | 7402 STONE RIDGE DR, STE 3 WESTON, WI 54476 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $189 | — | $189 | 0.69% |
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 | 2,094 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,098 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 67 | $754K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,983 | $84K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,979 | $239K |
| Prescription drug(4 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 67 | $754K |
| Other(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 2,059 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,059 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.