See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 6 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 5 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CYPRESS BENEFIT ADMINISTRATORS, LLC EIN 39-1997579 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | 5560 W. GRANDE MARKET DRIVE APPLETON, WI 54913 | $37K |
| WILLIS OF WISCONSIN EIN 39-0765647 INSURANCE AGENT | Custodial (securities) Service code 19 | 131 S. DEARBORN, 6TH FLOOR CHICAGO, IL 60603 | $31K |
| JON D PLAMANN & ASSOCIATES, INC. EIN 39-1098844 INSURANCE AGENT | Custodial (securities) Service code 19 | 2650 W. LAWRENCE STREET APPLETON, WI 54914 | $14K |
| TRILOGY HEALTH INSURANCE EIN 20-5598514 OTHER | Other fees Service code 99 | 8000 WEST SARAH LANE, SUITE 310 BROOKFIELD, WI 53045 | $8K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 OTHER | Other fees Service code 99 | 7400 WEST CAMPUS ROAD, F510 NEW ALBANY, OH 43054 | $7K |
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 | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SUNLIFE ASSURANCE COMPANY OF CANADA | 132 | $271K |
| Dental | DELTA DENTAL OF WISCONSIN | 163 | $93K |
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | 188 | $11K |
| Life insurance | THE EPIC LIFE INSURANCE COMPANY | 218 | $34K |
| Long-term disability | THE EPIC LIFE INSURANCE COMPANY | 154 | $28K |
| Prescription drug | SUNLIFE ASSURANCE COMPANY OF CANADA | 132 | $271K |
| Other | MEDICAL EXCESS | 132 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 218 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.