| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 20700 SWENSON DR - #375 WAUKESHA, WI 53186 | DEAN HEALTH PLAN INC | $22K | — | $22K | 1.60% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $4K | — | $4K | 6.16% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $4K | $2K | $6K | 10.46% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD, SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $568 | $568 | 1.07% |
| HAUSMANN GROUP INC3 | 740 REGENT ST- SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $3K | $1K | $4K | 10.52% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $441 | $441 | 1.17% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET- SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $2K | $503 | $3K | 18.45% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $157 | $157 | 1.07% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC. | $956 | — | $956 | 8.00% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET-SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $2K | $436 | $3K | 24.08% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $136 | $136 | 1.27% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET-SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $2K | $292 | $2K | 23.52% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $91 | $91 | 1.10% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT STREET-SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $1K | $202 | $2K | 22.79% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $63 | $63 | 0.87% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET-SUITE 400 MADISON, WI 53715 | RELIANCESTANDARD LIFE INSURANCE COMPANY | $308 | $95 | $403 | 19.65% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD - SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCESTANDARD LIFE INSURANCE COMPANY | — | $30 | $30 | 1.46% |
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 | 103 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 105 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 109 | $1.4M |
| Dental | DELTA DENTAL OF WISCONSIN | 109 | $65K |
| Vision | WYSSTA INSURANCE COMPANY INC. | 119 | $12K |
| Life insurance | RELIANCESTANDARD LIFE INSURANCE COMPANY | 153 | $38K |
| Short-term disability | RELIANCESTANDARD LIFE INSURANCE COMPANY | 153 | $53K |
| Long-term disability | RELIANCESTANDARD LIFE INSURANCE COMPANY | 153 | $15K |
| Other(6 contracts) | RELIANCESTANDARD LIFE INSURANCE COMPANY | 153 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.