| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN JOHNSON INSURANCE | 740 REGENT STREET MADISON, WI 53715 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $30K | — | $30K | 0.78% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $14K | — | $14K | 4.68% |
| HAUSMANN GROUP INC3 | 740 REGENT STREET-SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $1K | $6K | 6.58% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $908 | $908 | 0.94% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT STREET-STE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $782 | $10K | 14.77% |
| BENEFIT ADVISORS NETWORK LLC3 | 6830 COCHRAN ROAD SOLON, OH 44139 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $652 | $652 | 0.96% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC | $2K | — | $2K | 8.15% |
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 | 392 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 395 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 746 | $3.9M |
| Dental | DELTA DENTAL OF WISCONSIN | 337 | $297K |
| Vision | WYSSTA INSURANCE COMPANY INC | 202 | $25K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 457 | $96K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 455 | $68K |
| Prescription drug | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 746 | $3.9M |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 457 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 746 | — |
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.