| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| R & R INSURANCE SERVICES INC3 Filed as: R&R INSURANCE SERVICES | 1581 RACINE AVE WAUKESHA, WI 53186 | AETNA LIFE INSURANCE COMPANY | $13K | — | $13K | 1.89% |
| BENECO3 Filed as: BENECO OF WISCONSIN INC. | 250 N PATRICK BLVD BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.72% |
| ANSAY & ASSOCIATES LLC3 | 101 EAST GRAND AVE PORT WASHINGTON, WI 53074 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.64% |
| DIVERSIFIED INSURANCE GROUP3 Filed as: DIVERSIFIED INSURANCE SERVICES, INC | 100 N CORPORATE DR BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.61% |
| ROBERTSON RYAN & ASSOCIATES3 | 330 E KILBOURN AVE MILWAUKEE, WI 53202 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.56% |
| WMC SERVICE CORPORATION3 Filed as: WMC SERVICE CORP | 501 E WASHINGTON AVE MADISON, WI 53703 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 0.54% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 330 S EXECUTIVE DRIVE BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 0.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN | 400 N EXECUTIVE DRIVE BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 0.40% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DR MADISON, WI 53713 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 0.37% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNON AGENCY LLC | 2725 SOUTH MORELAND ROAD NEW BERLIN, WI 53151 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.32% |
| SPECTRUM BENEFIT SOLUTIONS3 | 318 N BRIDGE ST CHIPPEWA FALLS, WI 54729 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.28% |
| HAYS COMPANIES, INC.3 Filed as: HAYS GROUP OF WI LLC | 1200 NORTH MAYFAIR RD MILWAUKEE, WI 53226 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.26% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 75 REMITTANCE DRIVE CHICAGO, IL 60675 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.23% |
| ASSOCIATED FINANCIAL GROUOP LLC3 | 6000 CLEARWATER DRIVE MINNETONKA, MN 55343 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.21% |
| BENEFIT SVC GROUP INC.3 | PO BOX 78117 MILWAUKEE, WI 53278 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.20% |
| VIZANCE, INC.3 Filed as: VIZANCE INC. | PO BOX 355 HARTLAND, WI 53029 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.19% |
| KLINNER INSURANCE INC.3 | 738 E PERKINS STREET MEDFORD, WI 54451 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.18% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INS INC. | 700 REGENT STREET MADISON, WI 53715 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.16% |
| ENDRES INSURANCE AGENCY3 | PO BOX 10 CROSS PLAINS, WI 53528 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 0.15% |
| BENEFITS INC3 Filed as: BENEFITS INC. | 250 N PATRICK BLVD BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $931 | — | $931 | 0.13% |
| ASSURANCE AGENCY LTD3 | 1750 EAST GOLF RD SCHAUMBURG, IL 60173 | AETNA LIFE INSURANCE COMPANY | $875 | — | $875 | 0.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 300 LASALLE ST, 17TH FLOOR CHICAGO, IL 60654 | AETNA LIFE INSURANCE COMPANY | $804 | — | $804 | 0.11% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | AETNA LIFE INSURANCE COMPANY | $796 | — | $796 | 0.11% |
| SCOTT A LAYEUX3 Filed as: SCOTT LAYEUX | 1233 N MAYFAIR ROAD WAUWATOSA, WI 53226 | AETNA LIFE INSURANCE COMPANY | $792 | — | $792 | 0.11% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N 40TH STREET PHOENIX, AZ 85018 | AETNA LIFE INSURANCE COMPANY | $666 | — | $666 | 0.09% |
| WAGNER INSURANCE & FINANCIAL INC.3 Filed as: WAGNER INSURANCE & FINANCIAL, INC. | PO BOX 10 CROSS PLAINS, WI 53528 | AETNA LIFE INSURANCE COMPANY | $652 | — | $652 | 0.09% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 4000 MIDLANTIC AVE MT LAUREL, NJ 08054 | AETNA LIFE INSURANCE COMPANY | $517 | — | $517 | 0.07% |
| INFINITY BENEFIT SOLUTIONS INC3 Filed as: INFINITY BENEFIT SOLUTIONS, INC. | 100 E WISCONSIN AVE MILWAUKEE, WI 53202 | AETNA LIFE INSURANCE COMPANY | $513 | — | $513 | 0.07% |
| THE HORTON GROUP3 Filed as: THE HORTON GROUP INC. | 10320 ORLAND PARKWAY ORLAND PARK, IL 60467 | AETNA LIFE INSURANCE COMPANY | $458 | — | $458 | 0.06% |
| COTTINGHAM & BUTLER3 Filed as: COTTINGHAM & BUTLER INC. | PO BOX 28 DUBUQUE, IA 52004 | AETNA LIFE INSURANCE COMPANY | $421 | — | $421 | 0.06% |
| THE STARR GROUP3 | 5005 LOOMIS ROAD GREENFIELD, WI 53220 | AETNA LIFE INSURANCE COMPANY | $373 | — | $373 | 0.05% |
| BENEFITS STRATEGY GROUP3 | 1109 N MAYFAIR ROAD MILWAUKEE, WI 53226 | AETNA LIFE INSURANCE COMPANY | $354 | — | $354 | 0.05% |
| SUPERIOR STATE LIFE AGENCY INC3 Filed as: SUPERIOR STATE FINANCIAL SERVICES, | 1101 11TH AVE, STE B2 MENOMINEE, MI 49858 | AETNA LIFE INSURANCE COMPANY | $352 | — | $352 | 0.05% |
| INTEGRATED RISK SOLUTIONS3 Filed as: INTEGRATED RISK SOLUTIONS, INC. | 2120 PEWAUKEE ROAD, 202 WAUKESHA, WI 53188 | AETNA LIFE INSURANCE COMPANY | $341 | — | $341 | 0.05% |
| STANLEY MCDONALD AGENCY OF ILLINOIS3 | 1101 MAIN STREET ONALASKA, WI 54650 | AETNA LIFE INSURANCE COMPANY | $334 | — | $334 | 0.05% |
| EAST TOWN INSURANCE SERVICES3 Filed as: EAST TOWN INSURANCE SERVICES INC. | 11919 W BLUEMOUND ROAD WAUWATOSA, WI 53226 | AETNA LIFE INSURANCE COMPANY | $236 | — | $236 | 0.03% |
| MANGOLD INSURANCE INC3 Filed as: MANGOLD INSURNACE, INC. | 1050 MILWAUKEE AVE BURLINGTON, WI 53105 | AETNA LIFE INSURANCE COMPANY | $235 | — | $235 | 0.03% |
| NORTHWESTERN INSURANCE AGENCIES INC3 | 211 HARVEST LANE ALTOONA, WI 54720 | AETNA LIFE INSURANCE COMPANY | $222 | — | $222 | 0.03% |
| ASSUREDPARTNERS3 Filed as: KUNKEL & ASSOCIATES, INC. | 401 DATA COURT DUBUQUE, IA 52003 | AETNA LIFE INSURANCE COMPANY | $203 | — | $203 | 0.03% |
| JOHANNESEN-FARRAR INC.3 Filed as: JOHANNESEN-FARRAR, INC. | 512 E WALWROTH AVE DELAVAN, WI 53115 | AETNA LIFE INSURANCE COMPANY | $200 | — | $200 | 0.03% |
| BUSINESS BENEFIT SOLUTIONS INC3 Filed as: BUSINESS BENEFIT SOLUTIONS INC. | PO BOX 158 CENTER CITY, MN 55012 | AETNA LIFE INSURANCE COMPANY | $194 | — | $194 | 0.03% |
| GILBERT C KLECKNER3 | 4961 BLACK OAK DRIVE MADISON, WI 53711 | AETNA LIFE INSURANCE COMPANY | $172 | — | $172 | 0.02% |
| JAMES H LINK3 | 3640 N CALHOUN ROAD BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $142 | — | $142 | 0.02% |
| NORTH RISK PARTNERS LLC3 Filed as: NORTH RISK PARTNERS | 622 ROOSEVELT ROAD ST CLOUD, MN 56301 | AETNA LIFE INSURANCE COMPANY | $118 | — | $118 | 0.02% |
| LIBERTY INSURANCE SERVICES3 Filed as: LIBERTY INSURANCE GROUP INC. | 100 NORTH CORPORATE DRIVE, SUITE 10 BROOKFIELD, WI 53045 | AETNA LIFE INSURANCE COMPANY | $105 | — | $105 | 0.01% |
| BENEFIT PLAN ADMIN OF EAU CLAIRE3 Filed as: BENEFIT PLAN ADMINISTRATORS OF EAU | 402 GRAHAM AVENUE EAU CLAIRE, WI 54702 | AETNA LIFE INSURANCE COMPANY | $99 | — | $99 | 0.01% |
| MCCLONE AGENCY INC3 Filed as: MCCLONE AGENCY, INC. | PO BOX 389 MENASHA, WI 54952 | AETNA LIFE INSURANCE COMPANY | $99 | — | $99 | 0.01% |
| STEPHEN L WERNER & ASSOCIATES3 Filed as: STEPHEN WERNER CLUE AND ASSOCIATES | PO BOX 11267 MILWAUKEE, WI 53211 | AETNA LIFE INSURANCE COMPANY | $82 | — | $82 | 0.01% |
| MEYER INSURANCE AGENCY3 | PO BOX 633 SAUK CITY, WI 53583 | AETNA LIFE INSURANCE COMPANY | $65 | — | $65 | 0.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF WI, INC. | 1062 OAK FOREST DRIVE, SUITE 120 ONALASKA, WI 54650 | AETNA LIFE INSURANCE COMPANY | $60 | — | $60 | 0.01% |
| HNI RISK SERVICES3 Filed as: HNI RISK SERVICES, LLC | 16805 W CLEVELAND AVE NEW BERLIN, WI 53151 | AETNA LIFE INSURANCE COMPANY | $52 | — | $52 | 0.01% |
| CLERKIN WUNDERLIN GROUP3 Filed as: CLERKIN WUNDERLIN GROUP, INC. | 402 GAMMON PLACE MADISON, WI 53719 | AETNA LIFE INSURANCE COMPANY | $48 | — | $48 | 0.01% |
| MCCORMICK KLESSIG & ASSOC LTD3 | 522 CLERMONT ST ANTIGO, WI 54409 | AETNA LIFE INSURANCE COMPANY | $34 | — | $34 | 0.00% |
| CYGANIAK PLANNING INC3 Filed as: CYGANIAK PLANNING, INC. | 3515 N 124TH ST BROOKFIELD, WI 53005 | AETNA LIFE INSURANCE COMPANY | $30 | — | $30 | 0.00% |
| VERITAS BENEFIT PLANNING3 | 9100 W GREENFIELD AVENUE MILWAUKEE, WI 53214 | AETNA LIFE INSURANCE COMPANY | $27 | — | $27 | 0.00% |
| SPRECTRUM BENEFIT SOLUTIONS OF CENT3 | 132 W STATE STREET MEDFORD, WI 54451 | AETNA LIFE INSURANCE COMPANY | $19 | — | $19 | 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 | 2,037 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,037 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | AETNA LIFE INSURANCE COMPANY | 2,037 | $706K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,037 | — |
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."
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.