No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WI EIN 39-0138065 NONE | Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Other fees Service code 12 | — | $451K |
| WISCONSIN COLLABORATIVE INSURANCE C EIN 47-5569628 NONE | Contract Administrator; Claims processing; Other services; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $389K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN | Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers Service code 22 | — | $225K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Insurance brokerage commissions and fees; Contract Administrator; Insurance agents and brokers; Other commissions Service code 13 | — | $63K |
| DISCOVERY BENEFITS EIN 90-0058554 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $31K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $20K |
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 | 1,106 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 771 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,877 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 928 | $163K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF WISCONSIN | 1,793 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,793 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.