| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $11K | $11K | 2.71% |
| DARRIN ADAM ENGLEBERT3 | 500 W SILVER SPRING DR STE K-290 GLENDALE, WI 53217 | NORTHWESTERN MUTUAL | $1K | $312 | $2K | 2.54% |
| ANDREW JOSEPH BIRD3 | 100 E WISCONSIN AVE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $1K | $312 | $2K | 2.54% |
| WILLIAM JOHN COLLINS3 | 1036 W JUNEAU AVE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $1K | $287 | $1K | 2.33% |
| BRIAN P DIX3 | 1036 W JUNEAU AVENUE STE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $684 | $172 | $856 | 1.40% |
| THE HOLTER AGENCY INC3 | 100 E WISCONSIN AVE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $658 | $79 | $737 | 1.21% |
| R SCOTT SCHWERTFEGER3 Filed as: R SCOTT SCHWERTLFEGER | 500 W SILVER SPRING DR STE K-290 GLENDALE, WI 53217 | NORTHWESTERN MUTUAL | $456 | $115 | $571 | 0.93% |
| ALEJANDRO MARCHAN3 Filed as: ALEJANDRO MIUEL MARCHAN | 500 W SILVER SPRING DR STE K-290 GLENDALE, WI 53217 | NORTHWESTERN MUTUAL | $134 | $48 | $182 | 0.30% |
| JAMES P GROGAN3 | 11270 W PARK PL STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $124 | $44 | $168 | 0.27% |
| CHRISTOPHER DAVID CARLSON3 | 11270 W PARK PL STE 100 MILWAUKEE, WI 53224 | NORTHWESTERN MUTUAL | $36 | $13 | $49 | 0.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 6.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $246 | $246 | 0.43% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | DELTA DENTAL OF WISCONSIN | $1K | — | $1K | 6.24% |
| INFINITY BENEFIT SOLUTIONS INC3 | 1036 W JUNEAU AVENUE SUITE 302 MILWAUKEE, WI 53233 | HARTFORD LIFE AND ACCIDENT | $631 | — | $631 | 15.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST | 400 N EXECUTIVE DRIVE STE 300 BROOKFIELD, WI 53005 | WYSSTA INSURANCE COMPANY INC | $206 | — | $206 | 7.99% |
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 | 213 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 212 | $400K |
| Dental | DELTA DENTAL OF WISCONSIN | 181 | $16K |
| Vision | WYSSTA INSURANCE COMPANY INC | 137 | $3K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 259 | $4K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 96 | $57K |
| Long-term disability | NORTHWESTERN MUTUAL | 212 | $61K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 212 | $400K |
| Other | HARTFORD LIFE AND ACCIDENT | 259 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 259 | — |
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."
No prospect flags tripped on this filing.