| 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 | 3.82% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 541362142 | AMERITAS LIFE INSURANCE CORP. | $2K | $136 | $3K | 5.61% |
| MIDWEST SELECT INSURANCE GROUP LLC3 | N27 W23953 PAUL RD, STE 200 PEWAUKEE, WI 53072 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 5.39% |
| CANSAS A STEIDL3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 4.32% |
| CS INS SVCS LLC3 | 127 N MAIN ST HARTFORD, WI 53027 | TRANSAMERICA LIFE INSURANCE COMPANY | $500 | — | $500 | 1.27% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 531510925 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $609 | $368 | $977 | 16.04% |
| CANSAS A STEIDL3 | N67 W34405 JORGENSON WAY OCONOMOWOC, WI 53066 | AFLAC | $123 | — | $123 | 2.39% |
| JAMEY MILLER INC3 | 10375 CENTURION PKWY N, STE 100 JACKSONVILLE, FL 32256 | AFLAC | $75 | — | $75 | 1.46% |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, IN 53536 | AFLAC | $53 | — | $53 | 1.03% |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WIND LAKE, WI 53185 | AFLAC | $39 | — | $39 | 0.76% |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $30 | — | $30 | 0.58% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $28 | — | $28 | 0.54% |
| ROSS C NELSON3 | 4611 S 96TH ST STE 100 OMAHA, NE 68127 | AFLAC | $25 | — | $25 | 0.49% |
| WILLIAM S GORDON3 | N68 W31092 CLUB CIRCLE W HARTLAND, WI 53029 | AFLAC | $24 | — | $24 | 0.47% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DR KIMBERLY, WI 54136 | AFLAC | $22 | — | $22 | 0.43% |
| JOSEPH J HERNANDEZ3 | 1061 QUINLAN DR, UNIT D PEWAUKEE, WI 53072 | AFLAC | $17 | — | $17 | 0.33% |
| TINA M MANKE3 | 619 MAPLE CREST LN WATERTOWN, WI 53094 | AFLAC | $14 | — | $14 | 0.27% |
| CRAIG O MIDTLIEN3 | 1240 ELSIE ST FORT ATKINSON, WI 53538 | AFLAC | $7 | — | $7 | 0.14% |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $5 | — | $5 | 0.10% |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW RD DODGEVILLE, WI 53533 | AFLAC | $4 | — | $4 | 0.08% |
| MICHAEL E MILLARD3 | W3648 SCOTCH BUSH RD ELKHORN, WI 53121 | AFLAC | $4 | — | $4 | 0.08% |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST, STE 203 EAU CLAIRE, WI 54703 | AFLAC | $1 | — | $1 | 0.02% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $1 | — | $1 | 0.02% |
| THE ABACUS GROUP LLC3 | 2541 LAFAYETTE PLAZA DR ALBANY, GA 31707 | UNION SECURITY INSURANCE COMPANY | $539 | — | $539 | 12.96% |
| LAMAIR MULOCK CONDON CO3 Filed as: LAMAIR MULOCK CONDON CO. | 4200 UNIVERSITY AVE. WEST DES MOINES, IA 50266 | UNION SECURITY INSURANCE COMPANY | $450 | — | $450 | 10.82% |
| DISABILITY RMS5 Filed as: DISABILITY RMS INC. | 300 SOUTHBOROUGH DR, SUITE 200 SOUTH PORTLAND, ME 04092 | UNION SECURITY INSURANCE COMPANY | — | $179 | $179 | 4.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS PERRIN FORSTER & CROSBY, INC | 1735 MARKET STREET PHILADELPHIA, PA 19103 | UNION SECURITY INSURANCE COMPANY | — | $62 | $62 | 1.49% |
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 | 83 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 83 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN INC | 141 | $413K |
| Dental | AMERITAS LIFE INSURANCE CORP. | 145 | $46K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 145 | $46K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 216 | $6K |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 216 | $55K |
| 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."
No prospect flags tripped on this filing.