| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AVERGENT LLC3 Filed as: AVERGENT, LLC | 1400 LOMBARDI AVE STE 40 GREEN BAY, WI 54304 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $57K | — | $57K | 2.15% |
| AVERGENT LLC3 Filed as: AVERGENT, LLC | 1400 LOMBARDI AVE STE 40 GREEN BAY, WI 54304 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $5K | — | $5K | 2.60% |
| DAHLKE INC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $67K | — | $67K | 33.71% |
| MARQUARDT INSURANCE GROUP INC3 | 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $28K | — | $28K | 13.88% |
| ADVANTAGE GROUP GA LLC3 Filed as: ADVANTAGE GROUP MGA LLC | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $23K | — | $23K | 11.39% |
| ADVANTAGE GROUP GA LLC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $21K | — | $21K | 10.44% |
| AVERGENT LLC3 Filed as: AVERGENT | 1400 LOMBARDI AVE STE 40 GREEN BAY, WI 543040000 | DELTA DENTAL OF WISCONSIN | $14K | — | $14K | 9.98% |
| DAHLKE INC3 Filed as: DAHLKE INC. | 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE COMPANY | $15K | — | $15K | 34.48% |
| MARQUARDT INSURANCE GROUP INC3 | 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE COMPANY | $9K | — | $9K | 21.92% |
| ADVANTAGE GROUP GA LLC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE COMPANY | $8K | — | $8K | 18.86% |
| ADVANTAGE GROUP GA LLC3 Filed as: ADVANTAGE GROUP MGA LLC | 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE COMPANY | $4K | — | $4K | 9.44% |
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 | 241 | 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) | 241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 479 | $2.9M |
| Dental | DELTA DENTAL OF WISCONSIN | 227 | $145K |
| Life insurance | ILLINOIS MUTUAL LIFE INSURANCE COMPANY | 109 | $42K |
| Short-term disability | ASSURITY LIFE INSURANCE COMPANY | 749 | $199K |
| Long-term disability | ASSURITY LIFE INSURANCE COMPANY | 749 | $199K |
| Prescription drug(2 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 479 | $2.9M |
| Other(2 contracts, 2 carriers) | ASSURITY LIFE INSURANCE COMPANY | 749 | $241K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 749 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.