| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC0 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - #400 MADISON, WI 53715 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $19K | $6K | $25K | 3.60% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $4K | — | $4K | 6.17% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 MADISON, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.79% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE - STE 350 BEECHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $288 | $288 | 0.57% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 MADISON, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE-STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $107 | $107 | 0.58% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC | PO BOX 259408 MADISON, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE - STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $74 | $74 | 0.57% |
| HAUSMANN GROUP INC3 | PO BOX 259408 MADISON, WI 53725 | VISION SERVICE PLAN | $645 | — | $645 | 8.18% |
| HAUSMANN GROUP INC3 | PO BOX 259408 MADISON, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $586 | — | $586 | 13.36% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE - STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $28 | $28 | 0.64% |
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 | 166 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 117 | $693K |
| Dental | DELTA DENTAL OF WISCONSIN | 95 | $64K |
| Vision | VISION SERVICE PLAN | 72 | $8K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 154 | $17K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 153 | $50K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 70 | $18K |
| Other(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 154 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 154 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.