| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT SERVICES GROUP, INC.3 | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | COMPCARE HEALTH SERVICES INSURANCE CORP.-ANTHEM BCBS | $11K | — | $11K | 2.81% |
| BENEFIT SERVICES GROUP, INC.3 | W226 N887 EASTMOUND DRIVE WAUKESHA, WI 53186 | COMPCARE HEALTH SERVICES INSURANCE CORP.-ANTHEM BCBS | $4K | — | $4K | 1.01% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME, INC. | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | DELTA DENTAL OF WISCONSIN | $3K | — | $3K | 5.71% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 700 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 7.36% |
| BENEFIT SERVICES GROUP, INC.3 Filed as: BENEFIT SERVICES GROUP INC. | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $343 | — | $343 | 1.21% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 700 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 13.77% |
| BENEFIT SERVICES GROUP, INC.3 Filed as: BENEFIT SERVICES GROUP INC. | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $143 | — | $143 | 1.23% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 700 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $940 | — | $940 | 13.75% |
| BENEFIT SERVICES GROUP, INC.3 Filed as: BENEFIT SERVICES GROUP INC. | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $86 | — | $86 | 1.26% |
| BENEFIT SERVICES GROUP, INC.3 Filed as: THE BENEFIT SERVICES GROUP | PO BOX 6762 CAROL STREAM, IL 60197 | VISION SERVICE PLAN | $340 | — | $340 | 9.99% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 700 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $402 | — | $402 | 12.73% |
| BENEFIT SERVICES GROUP, INC.3 | N25 W23050 PAUL ROAD PEWAUKEE, WI 53072 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37 | — | $37 | 1.17% |
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 120 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPCARE HEALTH SERVICES INSURANCE CORP.-ANTHEM BCBS | 76 | $403K |
| Dental | DELTA DENTAL OF WISCONSIN | 79 | $53K |
| Vision | VISION SERVICE PLAN | 38 | $3K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 119 | $10K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 112 | $28K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 62 | $12K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 119 | $31K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 119 | — |
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.