| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAHLKE INC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $40K | $0 | $40K | 14.29% |
| ADVANTAGE GROUP GA LLC3 Filed as: ADVANTAGE GROUP MGA LLC | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $11K | $0 | $11K | 3.83% |
| ADVANTAGE GROUP GA LLC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $10K | $0 | $10K | 3.58% |
| MARQUARDT INSURANCE GROUP INC3 | 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $8K | $0 | $8K | 3.03% |
| AVERGENT LLC3 Filed as: AVERGENT | 1400 LOMBARDI AVE STE 201 GREEN BAY, WI 543043922 | DELTA DENTAL OF WISCONSIN | $20K | $0 | $20K | 9.96% |
| TYLER JOSEPH DAHLKE3 | DAHLKE INC. 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $8K | $0 | $8K | 13.10% |
| ALISON SPEICHINGER3 | ADVANTAGE GROUP GA LLC 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $6K | $0 | $6K | 10.11% |
| KIMBERELY ROSE MARQUARDT3 | MARQUARDT INSURANCE GROUP INC 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $2K | $0 | $2K | 4.21% |
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 | 797 | 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) | 797 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 280 | $196K |
| Life insurance | ILLINOIS MUTUAL LIFE INSURANCE CO | 117 | $59K |
| Short-term disability | ASSURITY LIFE INSURANCE COMPANY | 797 | $279K |
| Other(2 contracts, 2 carriers) | ASSURITY LIFE INSURANCE COMPANY | 797 | $338K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 797 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.