| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE SVCS | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | BLUE CARE NETWORK OF MICHIGAN | $11K | — | $11K | 3.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC. | 233 S WACKER DR STE 2000 CHICAGO, IL 60606 | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | $5K | — | $5K | 3.60% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: EMPLOYEE BENEFIT RISK MANAGEMENT | 823 COMMERCE DR. #350 OAK BROOK, IL 60523 | BLUE CROSS AND BLUE SHIELD OF ILLINOIS | — | $1K | $1K | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $1K | $9K | 6.49% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 330 WEST COLLEGE AVENUE UNIT 201 APPLETON, WI 54911 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $2K | — | $2K | 5.80% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | SUN LIFE ASSURANCE COMPANY OF CANADA | $669 | — | $669 | 10.80% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $103 | $103 | 1.66% |
| WILLIAM F CLANCY3 | 108 PALAFOX PL PENSACOLA, FL 32502 | NORTHWESTERN MUTUAL | $227 | $57 | $284 | 8.05% |
| WILLIAM JOHN COLLINS3 | 1036 W JUNEAU AVE SUITE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $113 | $29 | $142 | 4.02% |
| BRIAN P DIX3 | 1036 W JUNEAU AVENUE SUITE 302 MILWAUKEE, WI 53233 | NORTHWESTERN MUTUAL | $68 | $17 | $85 | 2.41% |
| R SCOTT SCHWERTFEGER3 | 500 W SILVER SPRING DR STE K-290 GLENDALE, WI 53217 | NORTHWESTERN MUTUAL | $45 | $11 | $56 | 1.59% |
| THE HOLTER AGENCY INC3 | 100 E WISCONSIN AVE STE 2300 MILWAUKEE, WI 53202 | NORTHWESTERN MUTUAL | $41 | $5 | $46 | 1.30% |
| SALAZAR FNCL GRP LLC3 | 245 RIVERSIDE AVE STE 100 JACKSONVILLE, FL 32202 | NORTHWESTERN MUTUAL | $39 | $5 | $44 | 1.25% |
| KRISTAN RENEA BRINKLEY3 | 108 PALAFOX PL PENSACOLA, FL 32502 | NORTHWESTERN MUTUAL | $7 | $2 | $9 | 0.25% |
| ALEJANDRO MARCHAN3 Filed as: ALEJANDRO MIGUEL MARCHAN | 500 W SILVER SPRING DR STE K-290 GLENDALE, WI 53217 | NORTHWESTERN MUTUAL | $4 | $2 | $6 | 0.17% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST | 122 EAST COLLEGE AVENUE SUITE 201 APPLETON, WI 54911 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $887 | — | $887 | — |
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 | 440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CARE NETWORK OF MICHIGAN | 29 | $496K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 440 | $134K |
| Short-term disability(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 21 | $10K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 440 | $134K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CARE NETWORK OF MICHIGAN | 29 | $345K |
| Other(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 440 | $134K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 440 | — |
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.