| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 400 N. EXECUTIVE DRIVE, STE. 300 BROOKFIELD, WI 53005 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $25K | — | $25K | 0.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 400 N. EXECUTIVE DRIVE, STE. 300 BROOKFIELD, WI 53005 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2K | — | $2K | 1.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 400 N. EXECUTIVE DRIVE, STE. 300 BROOKFIELD, WI 53005 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $193 | — | $193 | 0.45% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC. | 111 N WASHINGTON ST., STE. 300 GREEN BAY, WI 54305 | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $2K | — | $2K | 4.46% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | PO BOX 23004 GREEN BAY, WI 543053004 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 11.48% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC. | 75 REMITTANCE DRIVE, STE. 1446 CHICAGO, IL 60675 | SUN LIFE ASSURANCE COMPANY OF CANADA | $448 | — | $448 | 3.85% |
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 | 260 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 262 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 433 | $2.9M |
| Dental | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 231 | $122K |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | 273 | $47K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 168 | $32K |
| Prescription drug(2 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 433 | $2.6M |
| Other(2 contracts, 2 carriers) | SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | 273 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 433 | — |
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.