| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 55 EAST JACKSON BOULEVARD CHICAGO, IL 60604 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $11K | — | $11K | 2.86% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 700 REGENT ST - #400 MADISON, WI 53715 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2K | — | $2K | 0.53% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 251 PROGRESS WAY-SUITE 300 WAUNAKEE, WI 53597 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $7K | — | $7K | 2.69% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST-#400 PO BOX 259408 MADISON, WI 53715 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $2K | — | $2K | 0.93% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL - MADISON | 55 EAST JACKSON BOULEVARD CHICAGO, IL 60604 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $2K | — | $2K | 3.75% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $841 | — | $841 | 1.42% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INT'L MIDWEST LIMITED - EQUITAB | 3510 N CAUSEWAY BLVD STE 300 METAIRIE, LA 70002 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 10.33% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN JOHNSON INSURANCE INC. | 740 REGENT ST - #400 MADISON, WI 53715 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 5.41% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R. NELLIGAN ASSOCIATES, LLC | 1933 STATE ROUTE 35, SUITE 368 WALL, NJ 07719 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | $2K | $2K | 3.29% |
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 | 273 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 274 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 273 | $702K |
| Dental | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 168 | $59K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 168 | $59K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 273 | $54K |
| Short-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 273 | $54K |
| Long-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 273 | $54K |
| Prescription drug | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 48 | $397K |
| Other | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 273 | $54K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 273 | — |
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."
No prospect flags tripped on this filing.