| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAHLKE INC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $30K | $0 | $30K | 12.12% |
| ADVANTAGE GROUP GA LLC3 Filed as: ADVANTAGE GROUP MGA LLC | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $7K | $0 | $7K | 3.04% |
| ADVANTAGE GROUP GA LLC3 | 510 ALDERSON ST SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $6K | $0 | $6K | 2.59% |
| MARQUARDT INSURANCE GROUP INC3 | 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ASSURITY LIFE INSURANCE COMPANY | $6K | $0 | $6K | 2.28% |
| AVERGENT LLC3 Filed as: AVERGENT | 1400 LOMBARDI AVE STE 201 GREEN BAY, WI 543043922 | DELTA DENTAL OF WISCONSIN | $19K | $0 | $19K | 9.74% |
| TYLER JOSEPH DAHLKE3 | DAHLKE INC. 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $3K | $0 | $3K | 9.82% |
| ALISON HOWREY3 | ADVANTAGE GROUP GA LLC 510 ALDERSON ST SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $2K | $0 | $2K | 7.70% |
| KIMBERELY ROSE MARQUARDT3 | MARQUARDT INSURANCE GROUP INC 5712 HIDDEN RIVER CIRCLE SCHOFIELD, WI 54476 | ILLINOIS MUTUAL LIFE INSURANCE CO | $1K | $0 | $1K | 3.43% |
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 | 641 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 644 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF WISCONSIN | 264 | $194K |
| Life insurance | ILLINOIS MUTUAL LIFE INSURANCE CO | 112 | $31K |
| Short-term disability | ASSURITY LIFE INSURANCE COMPANY | 749 | $246K |
| Other | ASSURITY LIFE INSURANCE COMPANY | 749 | $246K |
| 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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.