No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BPA OF WI A BENESYS COMPANY EIN 39-1400101 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $295K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1365594 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $196K |
| CASE MANAGEMENT SPECIALISTS, INC. NONE | Other fees Service code 99 | PO BOX NASHOTAH, WI 53058 | $36K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Other services; Other fees Service code 49 | PO BOX 750 MENLO PARK, CA 94026 | $22K |
| AURORA EMPLOYER SOLUTIONS EIN 39-1442285 NONE | Other fees Service code 99 | — | $13K |
| LEE JOST & ASSOCIATES EIN 39-1400101 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $12K |
| MIDWEST INSTITUTIONAL TRUST COMPANY EIN 93-1799133 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 21 | — | $11K |
| US BANK NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | PO BOX 12 ST.PAUL, MN 55101 | $8K |
| WEX HEALTH, INC. EIN 06-1593514 NONE | Claims processing; Direct payment from the plan Service code 12 | 82 HOPMEADOW STREET, SUITE 220 SIMSBURY, CT 06089 | $6K |
| EXPRESS SCRIPTS HOLDING COMPANY NONE | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $6K |
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 | 439 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 104 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 543 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 474 | $489K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 474 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.