| 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 | 3.42% |
| MIDWEST SELECT INSURANCE GROUP LLC3 | N27 W23953 PAUL RD, STE 200 PEWAUKEE, WI 53072 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.02% |
| CS INS SVCS LLC3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.91% |
| CANSAS A STEIDL3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.84% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 541362142 | AMERITAS LIFE INSURANCE CORP. | $2K | $105 | $2K | 5.48% |
| JAMEY MILLER INC3 | 4811 BEACH BLVD STE 107 JACKSONVILLE, FL 32207 | AFLAC | $103 | — | $103 | 1.32% |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, IN 53536 | AFLAC | $72 | — | $72 | 0.92% |
| CANSAS A STEIDL3 | N67 W34405 JORGENSON WAY OCONOMOWOC, WI 53066 | AFLAC | $59 | — | $59 | 0.76% |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WIND LAKE, WI 53185 | AFLAC | $51 | — | $51 | 0.65% |
| WILLIAM S GORDON3 | N68 W31092 CLUB CIRCLE W HARTLAND, WI 53029 | AFLAC | $48 | — | $48 | 0.61% |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $42 | — | $42 | 0.54% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $40 | — | $40 | 0.51% |
| CS INS SVCS LLC3 | N67W34405 JORGENSON WAY OCONOMOWOC, WI 53066 | AFLAC | $35 | — | $35 | 0.45% |
| ROSS C NELSON3 | 4611 S 96TH ST STE 100 OMAHA, NE 68127 | AFLAC | $34 | — | $34 | 0.44% |
| JOSEPH J HERNANDEZ3 | 1061 QUINLAN DR, UNIT D PEWAUKEE, WI 53072 | AFLAC | $34 | — | $34 | 0.44% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | AFLAC | $30 | — | $30 | 0.38% |
| TINA M MANKE3 | 619 MAPLE CREST LN WATERTOWN, WI 53094 | AFLAC | $20 | — | $20 | 0.26% |
| CRAIG O MIDTLIEN3 | 1240 ELSIE ST FORT ATKINSON, WI 53538 | AFLAC | $11 | — | $11 | 0.14% |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $7 | — | $7 | 0.09% |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW RD DODGEVILLE, WI 53533 | AFLAC | $7 | — | $7 | 0.09% |
| MICHAEL E MILLARD3 | W3648 SCOTCH BUSH RD ELKHORN, WI 53121 | AFLAC | $2 | — | $2 | 0.03% |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST, STE 203 EAU CLAIRE, WI 54703 | AFLAC | $2 | — | $2 | 0.03% |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR SUITE 300 BROOKFIELD, WI 53045 | AFLAC | $2 | — | $2 | 0.03% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $2 | — | $2 | 0.03% |
| WILLIAM F MURRAY III3 | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $1 | — | $1 | 0.01% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 531510925 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $609 | — | $609 | 10.00% |
| THE ABACUS GROUP LLC3 | 2541 LAFAYETTE PLAZA DR ALBANY, GA 31707 | UNION SECURITY INSURANCE COMPANY | $630 | — | $630 | 12.98% |
| LAMAIR MULOCK CONDON CO3 Filed as: LAMAIR MULOCK CONDON CO. | 4200 UNIVERSITY AVE. WEST DES MOINES, IA 50266 | UNION SECURITY INSURANCE COMPANY | $307 | — | $307 | 6.33% |
| BRADDOCK, JONATHAN3 | 708 HEARTLAND TRAIL MADISON, WI 53717 | UNION SECURITY INSURANCE COMPANY | $219 | — | $219 | 4.51% |
| DISABILITY RMS5 Filed as: DISABILITY RMS INC. | 300 SOUTHBOROUGH DR, SUITE 200 SOUTH PORTLAND, ME 04092 | UNION SECURITY INSURANCE COMPANY | — | $209 | $209 | 4.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS PERRIN FORSTER & CROSBY, INC | 1735 MARKET STREET PHILADELPHIA, PA 19103 | UNION SECURITY INSURANCE COMPANY | — | $73 | $73 | 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 | 86 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 86 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 170 | $464K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 134 | $45K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 134 | $45K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $6K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 216 | $70K |
| 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.