| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| R & R INSURANCE SERVICES INC3 Filed as: R & R INSURANCE SERVICES INC. | 1581 RACINE AVE WAUKESHA, WI 53186 | AETNA LIFE INSURANCE COMPANY | $26K | — | $26K | 2.04% |
| WMC SERVICE CORPORATION3 Filed as: WMC SERVICE CORP | 501 E WASHINGTON AVE MADISON, WI 53703 | AETNA LIFE INSURANCE COMPANY | $11K | — | $11K | 0.85% |
| BENECO3 Filed as: BENECO OF WISCONSIN, INC. | 250 N PATRICK BLVD BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $11K | — | $11K | 0.84% |
| DIVERSIFIED INSURANCE GROUP3 Filed as: DIVERSIFIED INSURANCE SERVICES INC. | 100 N CORPORATE DR BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $9K | — | $9K | 0.70% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 6000 CLEARWATER DRIVE MINNETONKA, MN 55343 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 0.65% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 0.64% |
| ROBERTSON RYAN & ASSOCIATES3 | 330 E KILBOURN AVE MILWAUKEE, WI 53202 | AETNA LIFE INSURANCE COMPANY | $7K | — | $7K | 0.52% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE PORT WASHINGTON, WI 53074 | AETNA LIFE INSURANCE COMPANY | $7K | — | $7K | 0.51% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN | 400 N EXECUTIVE DRIVE BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.41% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LIMITED E | 300 N LASALLE ST, 17TH FLOOR CHICAGO, IL 60654 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.41% |
| WAGNER INSURANCE & FINANCIAL INC.3 | PO BOX 10 CROSS PLAINS, WI 53528 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.35% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNON AGENCY LLC | 2725 SOUTH MORELAND RD NEW BERLIN, WI 53151 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.33% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM & BUTLER INC. | PO BOX 28 DUBUQUE, IA 52004 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.32% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INS INC | 700 REGENT STREET MADISON, WI 53715 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.31% |
| KLINNER INSURANCE INC.3 | 738 E PERKINS STREET MEDFORD, WI 54451 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.29% |
| BENEFITS INC3 Filed as: BENEFITS INC. | 250 N PATRICK BLVD BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.29% |
| SPECTRUM BENEFIT SOLUTIONS3 | 318 N BRIDGE ST CHIPPEWA FALLS, WI 54729 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.29% |
| SCOTT A LAYEUX3 | 1233 N MAYFAIR ROAD WAUWATOSA, WI 53226 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.18% |
| AON CONSULTING INC3 Filed as: AON RICK SERVICES CENTRAL, INC. | 75 REMITTANCE DRIVE CHICAGO, IL 60675 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| BENEFIT SVC GROUP INC.3 | PO BOX 78117 MILWAUKEE, WI 53278 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 330 S EXECUTIVE DRIVE BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.17% |
| VIZANCE, INC.3 Filed as: VIZANCE INC. | PO BOX 355 HARTLAND, WI 53029 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.13% |
| ASSUREDPARTNERS3 Filed as: KUNKEL & ASSOCIATES, INC. | 401 DATA COURT DUBUQUE, IA 52003 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.13% |
| INFINITY BENEFIT SOLUTIONS INC3 Filed as: INFINITY BENEFIT SOLUTIONS, INC. | 100 E WISCONSIN AVE MILWAUKEE, WI 53202 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 4000 MIDLANTIC AVE MT LAUREL, NJ 08054 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.11% |
| BENEFITS STRATEGY GROUP3 | 1109 N MAYFAIR ROAD MILWAUKEE, WI 53226 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.09% |
| ASSURANCE AGENCY LTD3 | 1753 EAST GOLF RD SCHAUMBURG, IL 60173 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.09% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 555 MAIN STREET RACINE, WI 53403 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.08% |
| MANGOLD INSURANCE INC3 | 1050 MILWAUKEE AVE BURLINGTON, WI 53105 | AETNA LIFE INSURANCE COMPANY | $947 | — | $947 | 0.07% |
| THE STARR GROUP3 | 5005 LOOMIS ROAD GREENFIELD, WI 53220 | AETNA LIFE INSURANCE COMPANY | $902 | — | $902 | 0.07% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | AETNA LIFE INSURANCE COMPANY | $893 | — | $893 | 0.07% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | AETNA LIFE INSURANCE COMPANY | $861 | — | $861 | 0.07% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 5110 N 40TH STREET PHOENIX, AZ 85018 | AETNA LIFE INSURANCE COMPANY | $836 | — | $836 | 0.06% |
| STANLEY MCDONALD AGENCY OF ILLINOIS3 | 1101 MAIN STREET ONALASKA, WI 54650 | AETNA LIFE INSURANCE COMPANY | $826 | — | $826 | 0.06% |
| BUSINESS BENEFIT SOLUTIONS INC3 Filed as: BUSINESS BENEFIT SOLUTIONS, INC. | PO BOX 158 CENTER CITY, MN 55012 | AETNA LIFE INSURANCE COMPANY | $765 | — | $765 | 0.06% |
| EAST TOWN INSURANCE SERVICES3 Filed as: EAST TOWN INSURANCE SERVICES INC. | 11919 W BLUEMOUND RD WAUWATOSA, WI 53226 | AETNA LIFE INSURANCE COMPANY | $758 | — | $758 | 0.06% |
| NORTHWESTERN INSURANCE AGENCIES INC3 | 211 HARVEST LN ALTOONA, WI 54720 | AETNA LIFE INSURANCE COMPANY | $729 | — | $729 | 0.06% |
| JOHANNESEN-FARRAR INC.3 | 512 E WALWORTH AVE DELAVAN, WI 53115 | AETNA LIFE INSURANCE COMPANY | $638 | — | $638 | 0.05% |
| GILBERT C KLECKNER3 | 4961 BLACK OAK DRIVE MADISON, WI 53711 | AETNA LIFE INSURANCE COMPANY | $568 | — | $568 | 0.04% |
| SUPERIOR STATE LIFE AGENCY INC3 Filed as: SUPERIOR STATE FINANCIAL SERVICES | 1101 11TH AVE, STE B2 MENOMINEE, MI 49858 | AETNA LIFE INSURANCE COMPANY | $468 | — | $468 | 0.04% |
| LIBERTY INSURANCE SERVICES3 Filed as: LIBERTY INSURANCE GROUP, INC. | 100 NORTH CORPORATE DRIVE,SUITE 100 BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $414 | — | $414 | 0.03% |
| VERITAS BENEFIT PLANNING3 | 9100 W GREENFIELD AVENUE MILWAUKEE, WI 53214 | AETNA LIFE INSURANCE COMPANY | $375 | — | $375 | 0.03% |
| THE RAUSER AGENCY INC3 Filed as: THE RAUSER AGENCY INC. | 10938 N PORT WASHINGTON RD MEQUON, WI 53092 | AETNA LIFE INSURANCE COMPANY | $372 | — | $372 | 0.03% |
| BENEFIT PLAN ADMIN OF EAU CLAIRE3 Filed as: BENEFIT PLAN ADMINISTRATORS OF EAU | 402 GRAHAM AVENUE EAU CLAIRE, WI 54702 | AETNA LIFE INSURANCE COMPANY | $355 | — | $355 | 0.03% |
| MCCLONE AGENCY INC3 | PO BOX 389 MENASHA, WI 54952 | AETNA LIFE INSURANCE COMPANY | $306 | — | $306 | 0.02% |
| NORTH RISK PARTNERS LLC3 Filed as: NORTH RISK PARTNERS | 622 ROOSEVELT ROAD ST CLOUD, MN 56301 | AETNA LIFE INSURANCE COMPANY | $269 | — | $269 | 0.02% |
| STEPHEN L WERNER & ASSOCIATES3 Filed as: STEPHEN L WEGNER CLU AND ASSOCIATES | PO BOX 11267 MILWAUKEE, WI 53211 | AETNA LIFE INSURANCE COMPANY | $267 | — | $267 | 0.02% |
| JAMES H LINK3 | 3640 N CALHOUN ROAD BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $215 | — | $215 | 0.02% |
| M.E. FRENCH EMPLOYEE BENEFITS, LLC3 | 6515 GRANDTETON PL STE 231 MADISON, WI 53719 | AETNA LIFE INSURANCE COMPANY | $182 | — | $182 | 0.01% |
| STELLARUS BENEFITS INC3 Filed as: STELLARUS BENEFITS INC. | 330 S EXECUTIVE DRIVE BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $179 | — | $179 | 0.01% |
| CLERKIN WUNDERLIN GROUP3 Filed as: CLERKIN WUNDERLIN GROUP INC. | 402 GAMMON PLACE MADISON, WI 53719 | AETNA LIFE INSURANCE COMPANY | $176 | — | $176 | 0.01% |
| MEYER INSURANCE AGENCY3 | PO BOX 633 SAUK CITY, WI 53583 | AETNA LIFE INSURANCE COMPANY | $176 | — | $176 | 0.01% |
| MCCORMICK KLESSIG & ASSOC LTD3 | 522 CLERMONT ST ANTIGO, WI 54409 | AETNA LIFE INSURANCE COMPANY | $117 | — | $117 | 0.01% |
| HNI RISK SERVICES3 Filed as: HNI RISK SERVICES, LLC | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | AETNA LIFE INSURANCE COMPANY | $84 | — | $84 | 0.01% |
| CYGANIAK PLANNING INC3 Filed as: CYGANIAK PLANNING, INC. | 3515 N 124TH ST BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $76 | — | $76 | 0.01% |
| DAVID INSURANCE AGENCY INC3 Filed as: DAVID INSURANCE AGENCY | 1300 S GREEN BAY RD RACINE, WI 53406 | AETNA LIFE INSURANCE COMPANY | $58 | — | $58 | 0.00% |
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 | 11,805 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 11,805 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AETNA LIFE INSURANCE COMPANY | 11,805 | $1.3M |
| Other | AETNA LIFE INSURANCE COMPANY | 11,805 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,805 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.