| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $41K | — | $41K | 2.59% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | DELTA DENTAL OF WISCONSIN | $4K | — | $4K | 5.99% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $3K | $12K | 21.01% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 3.01% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | DELTA DENTAL OF WISCONSIN | $2K | — | $2K | 6.23% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 20.50% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $955 | $955 | 2.75% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 26.07% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $817 | $817 | 3.03% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $6K | 26.09% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $750 | $750 | 3.04% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.05% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $600 | $600 | 3.02% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $930 | $3K | 21.01% |
| NATIONAL BENEFIT CENTER3 | 6830 COCHRAN RD SOLON, OH 44139 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $465 | $465 | 3.01% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | WYSSTA INSURANCE COMPANY INC | $1K | — | $1K | 8.09% |
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 | 243 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 249 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 250 | $1.6M |
| Dental(2 contracts) | DELTA DENTAL OF WISCONSIN | 97 | $96K |
| Vision | WYSSTA INSURANCE COMPANY INC | 133 | $14K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 237 | $55K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $58K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $15K |
| Prescription drug | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 250 | $1.6M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 237 | $106K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 250 | — |
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.