| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST MADISON, WI 53715 | STANDARD INSURANCE COMPANY | $19K | — | $19K | 4.25% |
| AON CONSULTING INC3 Filed as: BSWIFT LLC | PO BOX 860470 MINNEAPOLIS, MN 554860470 | STANDARD INSURANCE COMPANY | $0 | $7K | $7K | 1.50% |
| INGENIUMPRIME INC3 | PO BOX 259408 MADISON, WI 53725 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.51% |
| AON CONSULTING INC3 Filed as: BSWIFT LLC | PO BOX 860470 MINNEAPOLIS, MN 554860470 | STANDARD INSURANCE COMPANY | $0 | $5K | $5K | 1.50% |
| 613HAUSMANN GROUP, INC.3 | PO BOX 259408 MADISON, WI 53725 | VISION SERVICE PLAN | $5K | — | $5K | 3.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 165 BROADWAY SUITE 3201 NEW YORK, NY 10006 | FEDERAL INSURANCE COMPANY | $4K | — | $4K | 20.00% |
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 | 2,058 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,068 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,344 | $173K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,029 | $453K |
| Long-term disability | STANDARD INSURANCE COMPANY | 2,029 | $351K |
| Other | FEDERAL INSURANCE COMPANY | 2,058 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,058 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.