| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN-JOHNSON INSURANCE INC3 | 700 REGENT STREET MADISON, WI 53711 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $28K | — | $28K | 0.50% |
| INGENIUM PRIME INC3 | PO BOX 259408 MADISON, WI 537159408 | DELTA DENTAL OF WISCONSIN | $8K | — | $8K | 3.11% |
| HAUSMANN-JOHNSON INSURANCE INC3 Filed as: HAUSMANN-JOHNSON INSURANCE INC. | 700 REGENT STREET MADISON, WI 53711 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $874 | — | $874 | 0.50% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 740 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | — | $20K | 15.00% |
| PAYLOCITY CORPORATION3 | DEPT #2007 PO BOX 87844 CAROL STREAM, IL 60188 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 3.14% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 740 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 10.00% |
| PAYLOCITY CORPORATION3 | DEPT #2007 PO BOX 87844 CAROL STREAM, IL 60188 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $4K | $4K | 3.12% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME INC. | 740 REGENT STREET MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | — | $16K | 15.00% |
| PAYLOCITY CORPORATION3 | DEPT #2007 PO BOX 87844 CAROL STREAM, IL 60188 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 3.17% |
| HAUSMAN JOHNSON INSURANCE INC3 Filed as: HAUSMAN-JOHNSON INS INC | PO BOX 259408 MADISON, WI 53725 | HARTFORD LIFE AND ACCIDENT | $7K | — | $7K | 8.00% |
| INGENIUM PRIME INC3 | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $3K | — | $3K | 3.68% |
| INGENIUM PRIME INC3 Filed as: INGENIUM PRIME, INC. | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC. | $1K | — | $1K | 2.09% |
| INGENIUM PRIME INC3 | 740 REGENT ST MADISON, WI 53715 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| PAYLOCITY CORPORATION3 | DEPT #2007 PO BOX 87844 CAROL STREAM, IL 60188 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $416 | $416 | 3.13% |
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 | 980 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 982 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 1,050 | $5.8M |
| Dental(2 contracts) | DELTA DENTAL OF WISCONSIN | 395 | $321K |
| Vision | WYSSTA INSURANCE COMPANY INC. | 556 | $49K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 980 | $144K |
| Short-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 363 | $224K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 265 | $107K |
| Other(4 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 980 | $368K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,050 | — |
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.