| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC | 740 REGENT STREET SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 4.62% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM AND BUTLER INSURANCE | SERVI 800 MAIN STREET DUBUQUE, IA 52002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 1.38% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC | 740 REGENT STREET SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 3.04% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM AND BUTLER INSURANCE | SERVI 800 MAIN STREET DUBUQUE, IA 52002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 0.96% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC | 740 REGENT STREET SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $781 | — | $781 | 1.24% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM AND BUTLER INSURANCE | SERVI 800 MAIN STREET DUBUQUE, IA 52002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $166 | — | $166 | 0.26% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 MADISON, WI 53725 | VISION SERVICE PLAN | $2K | — | $2K | 3.04% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM & BUTLER, INC. | PO BOX 28 DUBUQUE, IA 520040028 | VISION SERVICE PLAN | $519 | — | $519 | 0.96% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC | 740 REGENT STREET SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 11.74% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM AND BUTLER INSURANCE | SERVI 800 MAIN STREET DUBUQUE, IA 52002 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $575 | — | $575 | 3.76% |
| HAUSMANN GROUP INC3 | N25 W23050 PAUL ROAD, PEWAUKEE, WI 53072 | ACE AMERICAN INSURANCE COMPANY | $728 | — | $728 | 15.00% |
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 | 465 | 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) | 475 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 351 | $54K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 524 | $118K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 237 | $121K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 460 | $109K |
| Other(5 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 524 | $207K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 524 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.