| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $21K | — | $21K | 1.09% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $756 | — | $756 | 0.09% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 0.68% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $168 | — | $168 | 0.15% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | DELTA DENTAL OF WISCONSIN | $9K | — | $9K | 9.18% |
| MGIS3 | 111 SOUTH MAIN STREET SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $60 | $3K | 4.18% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 3.90% |
| MGIS3 | 111 SOUTH MAIN ST SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $60 | $3K | 4.11% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 3.98% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN INC | $364 | — | $364 | 0.57% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 101 EAST GRAND AVE SUITE 11 PORT WASHINGTON, WI 53074 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $140 | — | $140 | 0.47% |
| ANSAY & ASSOCIATES LLC3 Filed as: ANSAY & ASSOCIATES, LLC | 101 EAST GRAND AVENUE SUITE 11 PORT WASHINGTON, WI 53074 | SUN LIFE ASSURANCE COMPANY OF CANADA | $734 | — | $734 | 3.53% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE SUITE 100 MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $722 | — | $722 | 3.47% |
| MGIS3 | 111 SOUTH MAIN STREET SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $45 | $45 | 0.22% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | — | $2K | 9.12% |
| ANSAY & ASSOCIATES LLC3 | 2901 W BELTLINE HWY SUITE 202 MADISON, WI 53713 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | — | $1K | 6.15% |
| MGIS3 | 111 SOUTH MAIN STREET SUITE 400 SALT LAKE CITY, UT 841112176 | SUN LIFE ASSURANCE COMPANY OF CANADA | $554 | $60 | $614 | 3.98% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $525 | — | $525 | 3.41% |
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 | 189 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 196 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 229 | $3.4M |
| Dental | DELTA DENTAL OF WISCONSIN | 120 | $99K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 192 | $21K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 192 | $78K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 192 | $68K |
| Prescription drug(6 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 229 | $3.4M |
| Other(4 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 192 | $134K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 229 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.