| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC - GREEN BAY | C/O NORTHERN TRUST BANK 75 REMITTANCE DRIVE, DEPT. 1446 CHICAGO, IL 606751446 | ING-RELIASTAR INSURANCE COMPANY | $125K | $18K | $143K | 11.48% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 123 N. WACKER DRIVE CHARLOTTE, NC 28290 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $95K | $7K | $101K | 8.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | PO BOX 905494 CHARLOTTE, NC 28290 | AETNA RESOURCE FOR LIVING | $4K | — | $4K | 6.00% |
| AON CONSULTING INC3 | 123 N. WACKER DRIVE SUITE 1100 CHICAGO, IL 60606 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $4K | — | $4K | 6.76% |
| AON CONSULTING INC3 | 3565 PIEDMONT ROAD NE SUITE 600 ATLANTA, GA 30305 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | — | $2K | 3.40% |
| DAVID A PEARRE3 Filed as: DAVID A PEARRE II | 101 WAUKEGAN ROAD SUITE 990 LAKE BLUFF, IL 60044 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $480 | — | $480 | 0.87% |
| PETER H HOOPIS3 | 300 S. WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | — | $154 | $154 | 0.28% |
| HAYS COMPANIES, INC.3 Filed as: THE HAYS GROUP OF WISCONSIN LLC | 1200 N. MAYFAIR ROAD SUITE 100 MILWAUKEE, WI 53226 | ACE AMERICAN INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $1.3M |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 THIRD PARTY ADMINISTRATO | Contract Administrator Service code 13 | — | $115K |
| SUPERIOR VISION PLAN EIN 39-1736329 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $41K |
| AON RISK SERVICES INC. EIN 36-4279204 BROKER | Custodial (securities) Service code 19 | 75 REMITTANCE DRIVE SUITE 1446 CHICAGO, IL 60675 | $28K |
| TASC EIN 39-1561025 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $25K |
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 | 13,274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,287 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,384 | $1.2M |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 13,274 | $1.2M |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,384 | $1.3M |
| Stop-loss / reinsurancereinsurance | ING-RELIASTAR INSURANCE COMPANY | 2,952 | $1.3M |
| Other(2 contracts, 2 carriers) | AETNA RESOURCE FOR LIVING | 13,274 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,274 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.