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 2 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 3 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 |
|---|---|---|---|
| ANSAY & ASSOCIATES, LLC EIN 27-1304628 NONE | Custodial (securities) Service code 19 | 888 STATE HWY 153 SUITE 200 MOSINEE, WI 54455 | $53K |
| WILLIS OF WISCONSIN, INC. EIN 39-0765647 NONE | Custodial (securities) Service code 19 | 400 N EXECUTIVE DR SUITE 300 BROOKFIELD, WI 53005 | $26K |
| BROWN & BROWN OF KENTUCKY, INC. EIN 20-0322095 NONE | Custodial (securities) Service code 19 | PO BOX 23410 LOUISVILLE, KY 402230410 | $7K |
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 | 277 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 277 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 571 | $2.6M |
| Dental(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 571 | $2.6M |
| Prescription drug(2 contracts) | UNITED HEALTHCARE INSURANCE COMPANY | 571 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 571 | — |
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 the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
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.