No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $90K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 NONE | Contract Administrator; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $80K |
| SIKICH LLP EIN 36-3168081 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| BUCK GLOBAL, LLC NONE | Consulting fees; Consulting (general) Service code 16 | P.O. BOX 207640 DALLAS, TX 753207640 | $41K |
| JACOBS, BURNS ET AL EIN 36-2425981 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| US BANK EIN 39-1042490 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees Service code 15 | — | $20K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $9K |
| CASE MANAGEMENT SPECIALISTS INC. NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 102 NASHOTAH, WI 53058 | $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 | 206 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 206 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | BLUE CROSS BLUE SHIELD OF WISCONSIN | 305 | $16K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 230 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 305 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.