| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $26K | — | $26K | 3.11% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR, ATTN COMMISSIONS KIMBERLY, WI 541362142 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $4K | $13K | 13.82% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 541362142 | DELTA DENTAL OF WISCONSIN | $36 | — | $36 | 0.15% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 541362142 | DELTA DENTAL OF WISCONSIN | $19 | — | $19 | 0.12% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $275 | — | $275 | 1.90% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $400 | — | $400 | 12.75% |
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 | 163 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 165 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 179 | $862K |
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 530 | $134K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 530 | $93K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 530 | $93K |
| Prescription drug(3 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 179 | $862K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 530 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 530 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.