| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $21K | — | $21K | 1.98% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $13K | — | $13K | 1.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1205 CEDAR RD KRONENWETTER, WI 54455 | SUN LIFE ASSURANCE COMPANY OF CANADA | $25K | $8K | $33K | 20.09% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 | 1933 STATE ROUTE 35 SUITE 368 WALL, NJ 07719 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 5.00% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 1.57% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTL MIDWEST LTD DBA COMPASS | 1205 CEDAR RD. MOSINEE, WI 54455 | WYSSTA INSURANCE COMPANY INC | $1K | — | $1K | 8.09% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BLVD CHICAGO, IL 60604 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $21 | — | $21 | — |
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 | 208 | 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) | 208 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 135 | $1.8M |
| Vision | WYSSTA INSURANCE COMPANY INC | 126 | $13K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 223 | $166K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 223 | $166K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 223 | $166K |
| Prescription drug(4 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 135 | $1.8M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 223 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.