| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INSURANCE | PO BOX 259408 MADISON, WI 537259408 | UNITY HEALTH PLANS INSURANCE CORPORATION | $27K | — | $27K | 1.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | STE 112 7818 BIG SKY DR MADISON, WI 53719 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 8.30% |
| BUCHHOLZ PLANNING CORPORATION | 120 E LAKESIDE ST STE 260 MADISON, WI 53715 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 6.44% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | 120 EAST LAKESIDE ST 2ND FL MADISON, WI 53715 | HARTFORD LIFE AND ACCIDENT | $8K | $125 | $8K | 10.36% |
| BPC CLIENT SERVICES3 | THE BUCHHOLZ PLANNING CORPORATION 7818 BIG SKY DRIVE SUITE 112 MADISON, WI 53719 | HARTFORD LIFE AND ACCIDENT | — | $3K | $3K | 3.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | 120 EAST LAKESIDE ST 2ND FL MADISON, WI 53715 | HARTFORD LIFE AND ACCIDENT | $11K | $105 | $11K | 15.47% |
| BPC CLIENT SERVICES | THE BUCHHOLZ PLANNING CORPORATION 7818 BIG SKY DRIVE SUITE 112 MADISON, WI 53719 | HARTFORD LIFE AND ACCIDENT | — | $2K | $2K | 3.50% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN JOHNSON INSURANCE INC | PO BOX 259408 MADISON, WI 537159408 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 9.87% |
| INGENIUM PRIME INC3 | PO BOX 259408 MADISON, WI 537159408 | DELTA DENTAL OF WISCONSIN | $675 | — | $675 | — |
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 | 263 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 271 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 195 | $0 |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 136 | $16K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 262 | $69K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 262 | $80K |
| Prescription drug | UNITY HEALTH PLANS INSURANCE CORPORATION | 483 | $2.1M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 262 | $190K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 483 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.