| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC Filed as: ASSOCIATED FINANCIAL GRP | 12600 WHITEWATER DRIVE MINNETONKA, MN 55343 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $91K | — | $91K | 3.27% |
| ASSOCIATED FINANCIAL GROUP LLC Filed as: ASSOCIATED FINANCIAL GRP | 6000 CLEARWATER DRIVE MINNETONKA, MN 55343 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $109 | — | $109 | 0.00% |
| ASSOCIATED FINANCIAL GROUP LLC Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | DEAN HEALTH PLAN INC | $15K | — | $15K | 2.92% |
| ASSOCIATED BENEFITS & RISK CON3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | DELTA DENTAL OF WISCONSIN | $31K | — | $31K | 11.96% |
| STERLING WEALTH MANAGEMENT LLC Filed as: STERLING WEALTH MANAGEMENT | W175 N11163 STONEWOOD DRIVE GERMANTOWN, WI 53022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $176 | $12K | 8.26% |
| ASSOCIATED FINANCIAL GROUP LLC Filed as: ASSOCIATED FINANCIAL GROUP | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $22 | $6K | 4.07% |
| WILLIS TOWERS WATSON US LLC Filed as: WILLIS OF WISCONSIN | 400 N EXECUTIVE DRIVE BROOKFIELD, WI 53005 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.38% |
| DELORES A MENDELS Filed as: DELORES MENDELS | W6325 GOOSE CREEK CIRCLE GREENVILLE, WI 54942 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $34 | $1K | 0.94% |
| GARSON FINANCIAL SERVICES S C Filed as: GARSON FINANCIAL SERVICES | 904 E PEARSON ST MILWAUKEE, WI 53202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $685 | $115 | $800 | 0.56% |
| LEON R JARVIS Filed as: LEON JARVIS | 19155 HI VIEW DRIVE BROOKFIELD, WI 53045 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $265 | — | $265 | 0.19% |
| GRANT P LUBIN Filed as: GRANT LUBIN | 3822 N 102ND STREET WAUWATOSA, WI 53222 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.02% |
| KRISTEN ELISE RANDALL Filed as: KRISTEN RANDALL | 22 S GAY DRIVE LONGMONT, CO 80501 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.01% |
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 | 495 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 495 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF WISCONSIN | 437 | $3.3M |
| Dental | DELTA DENTAL OF WISCONSIN | 488 | $261K |
| Vision | BLUE CROSS BLUE SHIELD OF WISCONSIN | 437 | $2.8M |
| Life insurance | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 145 | $142K |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 145 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 488 | — |
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.