| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC3 | ALLEN JAEGER 711 EISENHOWER DR KIMBERLY, WI 54136 | DEAN HEALTH PLAN INC | $15K | $0 | $15K | 3.90% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 541362142 | AMERITAS LIFE INSURANCE CORP. | $2K | $131 | $2K | 5.52% |
| MIDWEST SELECT INSURANCE GROUP LLC3 | N27 W23953 PAUL RD, STE 200 PEWAUKEE, WI 53072 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.26% |
| CANSAS A STEIDL3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 4.53% |
| CS INS SVCS LLC3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $216 | $0 | $216 | 0.66% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 531510925 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $609 | $305 | $914 | 15.01% |
| LAMIAR-MULOCK-CONDON CO3 | 4200 UNIVERSITY AVE., STE 200 WEST DES MOINES, IA 50266 | SUN LIFE ASSURANCE COMPANY OF CANADA | $477 | $0 | $477 | 16.49% |
| THE ABACUS GROUP LLC3 | 2541 LAFAYETTE PLAZA DR ALBANY, GA 31707 | UNION SECURITY INSURANCE COMPANY | $120 | $0 | $120 | 12.01% |
| LAMAIR MULOCK CONDON CO3 Filed as: LAMAIR MULOCK CONDON CO. | 4200 UNIVERSITY AVE. WEST DES MOINES, IA 50266 | UNION SECURITY INSURANCE COMPANY | $100 | $0 | $100 | 10.01% |
| DISABILITY RMS5 Filed as: DISABILITY RMS INC. | 300 SOUTHBOROUGH DR, SUITE 200 SOUTH PORTLAND, ME 04092 | UNION SECURITY INSURANCE COMPANY | $0 | $43 | $43 | 4.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS PERRIN FORSTER & CROSBY, INC | 1735 MARKET STREET PHILADELPHIA, PA 19103 | UNION SECURITY INSURANCE COMPANY | $0 | $15 | $15 | 1.50% |
| CANSAS A STEIDL3 | N67 W34405 JORGENSON WAY OCONOMOWOC, WI 53066 | AFLAC | $127 | $0 | $127 | — |
| JAMEY MILLER INC3 | 10375 CENTURION PKWY N, STE 100 JACKSONVILLE, FL 32256 | AFLAC | $72 | $0 | $72 | — |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, IN 53536 | AFLAC | $43 | $0 | $43 | — |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WIND LAKE, WI 53185 | AFLAC | $37 | $0 | $37 | — |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $27 | $0 | $27 | — |
| WILLIAM S GORDON3 | N68 W31092 CLUB CIRCLE W HARTLAND, WI 53029 | AFLAC | $25 | $0 | $25 | — |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $24 | $0 | $24 | — |
| ROSS C NELSON3 | 440 REGENCY PARKWAY DR. OMAHA, NE 68114 | AFLAC | $21 | $0 | $21 | — |
| JOSEPH J HERNANDEZ3 | 1061 QUINLAN DR, UNIT D PEWAUKEE, WI 53072 | AFLAC | $17 | $0 | $17 | — |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | AFLAC | $15 | $0 | $15 | — |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $5 | $0 | $5 | — |
| JEREMY KOOI3 | 270 SHAKERAG ST. MINERAL POINT, WI 53565 | AFLAC | $4 | $0 | $4 | — |
| TINA M MANKE3 | 619 MAPLE CREST LN WATERTOWN, WI 53094 | AFLAC | $2 | $0 | $2 | — |
| CRAIG O MIDTLIEN3 | 1240 ELSIE ST FORT ATKINSON, WI 53538 | AFLAC | $1 | $0 | $1 | — |
| MICHAEL E MILLARD3 | W3648 SCOTCH BUSH RD ELKHORN, WI 53121 | AFLAC | $1 | $0 | $1 | — |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST, STE 203 EAU CLAIRE, WI 54703 | AFLAC | $1 | $0 | $1 | — |
| CHRISTINE LOGSLETT3 | 300 N. CORPORATE DR. STE 300 BROOKFIELD, WI 53045 | AFLAC | $1 | $0 | $1 | — |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $0 | $0 | $0 | — |
| WILLIAM F MURRAY III3 | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $0 | $0 | $0 | — |
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 | 89 | 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) | 89 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 134 | $380K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 125 | $44K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 125 | $44K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $6K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 9 | $3K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 216 | $40K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 216 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.