| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | DEAN HEALTH PLAN INC | $14K | — | $14K | 3.27% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 541362142 | AMERITAS LIFE INSURANCE CORP. | $3K | — | $3K | 5.50% |
| CS INS SVCS LLC3 | N67 W34405 JORGENSON WAY OCONOMOWOC, WI 53066 | AFLAC | $468 | $47 | $515 | 4.16% |
| JAMEY MILLER INC3 | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $175 | — | $175 | 1.42% |
| WILLIAM S GORDON3 | N68 W31092 CLUB CIRCLE W HARTLAND, WI 53029 | AFLAC | $127 | $16 | $143 | 1.16% |
| JASON SCZEPANIAK3 | 4001 FELLAND RD STE 106 MADISON, WI 53718 | AFLAC | $88 | $16 | $104 | 0.84% |
| JOSEPH J HERNANDEZ3 | 1891 HAYMARKET RD NIMBER 33 WAUKESHA, WI 53189 | AFLAC | $81 | $16 | $97 | 0.78% |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR SUITE 300 BROOKFIELD, WI 53045 | AFLAC | $85 | — | $85 | 0.69% |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, WI 53536 | AFLAC | $70 | — | $70 | 0.57% |
| CHRIS ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $39 | — | $39 | 0.32% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | AFLAC | $29 | — | $29 | 0.23% |
| ROSS C NELSON3 | 4611 S 96TH ST STE 100 OMAHA, NE 68127 | AFLAC | $27 | — | $27 | 0.22% |
| TINA M MANKE3 | 619 MAPLE CREST LN WATERTOWN, WI 53094 | AFLAC | $24 | — | $24 | 0.19% |
| SHADEL & ASSOCIATES LLC4 Filed as: SHADEL & ASSOCIATES | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $21 | — | $21 | 0.17% |
| CRAIG O MIDTLIEN3 | N2314 HAVEN HEIGHTS RD FORT ATKINSON, WI 53538 | AFLAC | $10 | — | $10 | 0.08% |
| MICHAEL E MILLARD3 | W3648 SCOTCH BUSH RD ELKHORN, WI 53121 | AFLAC | $7 | — | $7 | 0.06% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $2 | — | $2 | 0.02% |
| MIDWEST SELECT INSURANCE GROUP LLC3 Filed as: MIDWEST SELECT INSURANCE GROUP | N27 W23953 PAUL RD STE 200 PEWAUKEE, WI 53072 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 18.75% |
| ADMINISTRATIVE SERVICES, INC.3 Filed as: ADMINISTRATIVE SERVICES | 300 SOUTH BOROUGH DR STE 200 SOUTH PORTLAND, ME 04106 | BALTIMORE LIFE INSURANCE COMPANY | $170 | — | $170 | 2.66% |
| THE ABACUS GROUP LLC3 | 2541 LAFAYETTE PLAZA DR ALBANY, GA 31707 | UNION SECURITY INSURANCE COMPANY | $736 | — | $736 | 12.92% |
| BRADDOCK, JONATHAN3 | 708 HEARTLAND TRAIL, SUITE 100 MADISON, WI 53717 | UNION SECURITY INSURANCE COMPANY | $614 | — | $614 | 10.78% |
| DISABILITY RMS5 Filed as: DISABILITY RMS, INC | ONE RIVERFRONT PLAZA WESTBROOK, ME 04092 | UNION SECURITY INSURANCE COMPANY | — | $245 | $245 | 4.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS PERRIN FORSTER & CROSBY, INC | 1735 MARKET STREET PHILADELPHIA, PA 19103 | UNION SECURITY INSURANCE COMPANY | — | $85 | $85 | 1.49% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 531510925 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $500 | — | $500 | 10.00% |
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 | 76 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 76 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 137 | $432K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 121 | $48K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 121 | $48K |
| Life insurance(2 contracts, 2 carriers) | BALTIMORE LIFE INSURANCE COMPANY | 201 | $11K |
| Other(4 contracts, 4 carriers) | AFLAC | 201 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.