| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | DEAN HEALTH PLAN INC | $16K | — | $16K | 3.92% |
| MIDWEST SELECT INSURANCE GROUP LLC3 | N27 W23953 PAUL RD, STE 200 PEWAUKEE, WI 53072 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.90% |
| CS INSURANCE SERVICES LLC3 | 127 N MAIN STREET HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.14% |
| CANSAS A STEIDL3 | 127 N. MAIN STREET HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.14% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 541362142 | AMERITAS LIFE INSURANCE CORP. | $2K | — | $2K | 5.51% |
| JAMEY MILLER INC3 | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $113 | — | $113 | 1.52% |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, WI 53536 | AFLAC | $61 | — | $61 | 0.82% |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR SUITE 300 BROOKFIELD, WI 53045 | AFLAC | $55 | — | $55 | 0.74% |
| WILLIAM S GORDON3 | N68 W31092 CLUB CIRCLE W HARTLAND, WI 53029 | AFLAC | $40 | — | $40 | 0.54% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $39 | — | $39 | 0.53% |
| CHRIS ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $34 | — | $34 | 0.46% |
| JOSEPH J HERNANDEZ3 | 1891 HAYMARKET RD NIMBER 33 WAUKESHA, WI 53189 | AFLAC | $29 | — | $29 | 0.39% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | AFLAC | $25 | — | $25 | 0.34% |
| ROSS C NELSON3 | 4611 S 96TH ST STE 100 OMAHA, NE 68127 | AFLAC | $24 | — | $24 | 0.32% |
| TINA M MANKE3 | 619 MAPLE CREST LN WATERTOWN, WI 53094 | AFLAC | $17 | — | $17 | 0.23% |
| CRAIG O MIDTLIEN3 | N2314 HAVEN HEIGHTS RD FORT ATKINSON, WI 53538 | AFLAC | $9 | — | $9 | 0.12% |
| MICHAEL E MILLARD3 | W3648 SCOTCH BUSH RD ELKHORN, WI 53121 | AFLAC | $5 | — | $5 | 0.07% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $1 | — | $1 | 0.01% |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW RD DODGEVILLE, WI 53533 | AFLAC | $1 | — | $1 | 0.01% |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 531510925 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $541 | — | $541 | 10.00% |
| THE ABACUS GROUP LLC3 | 2541 LAFAYETTE PLAZA DR ALBANY, GA 31707 | UNION SECURITY INSURANCE COMPANY | $663 | — | $663 | 13.12% |
| BRADDOCK, JONATHAN3 | 708 HEARTLAND TRAIL MADISON, WI 53717 | UNION SECURITY INSURANCE COMPANY | $553 | — | $553 | 10.94% |
| ADMINISTRATIVE SERVICES, INC.3 | 111 QUEEN ANNE AVE NORTH, SUITE 200 SEATTLE, WA 981094955 | UNION SECURITY INSURANCE COMPANY | — | $217 | $217 | 4.29% |
| WILLIS TOWERS WATSON US LLC0 Filed as: TOWERS PERRIN FORSTER & CROSBY, INC | 1735 MARKET STREET PHILADELPHIA, PA 19103 | UNION SECURITY INSURANCE COMPANY | — | $76 | $76 | 1.50% |
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 | 78 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 78 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 156 | $413K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 138 | $43K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 138 | $43K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $5K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 216 | $68K |
| 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."
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.