See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF WISCO EIN 39-0138065 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $2.3M |
| BSWIFT, LLC EIN 36-4391310 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $521K |
| WELS EIN 39-0842084 PLAN SPONSOR | Other fees Service code 99 | — | $344K |
| MEDCO HEALTH SOLUTIONS, INC. EIN 22-3461740 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $237K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Actuarial; Consulting (general) Service code 11 | — | $88K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing Service code 12 | — | $47K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $29K |
| MICHAEL BEST & FRIEDRICH EIN 39-0934985 NONE | Legal Service code 29 | — | $24K |
| BAKER TILLY US, LLP EIN 30-1413443 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| BMO HARRIS BANK NA EIN 36-2085229 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $16K |
| WELLS FARGO BANK, NA EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $14K |
| HERITAGE PRINTING EIN 39-1174024 NONE | Other services Service code 49 | — | $11K |
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 | 3,637 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 59 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,696 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 1,927 | $2.1M |
| Vision | VISION SERVICE PLAN | 3,682 | $588K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,988 | $1.0M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,988 | $1.0M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF WISCONSIN | 3,662 | $727K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,988 | — |
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 comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.