| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53725 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $24K | — | $24K | 1.05% |
| SPECTRUM BENEFIT SOLUTIONS3 Filed as: SPECTRUM BENEFIT SOL. OF CENTRAL WI | PO BOX 161 SPENCER, WI 54479 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $15K | — | $15K | 0.65% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53725 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $24K | — | $24K | 1.22% |
| SPECTRUM BENEFIT SOLUTIONS3 Filed as: SPECTRUM BENEFITS SOL OF CENTRAL WI | PO BOX 161 SPENCER, WI 54479 | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $16K | — | $16K | 0.78% |
| CHELSEA JOHNSON3 | 110817 COUNTY ROAD L ATHENS, WI 54411 | AFLAC | $9K | $430 | $9K | 4.21% |
| SAMANTHA J BREUER3 | E4355 PINEWOOD CIRCLE ELEVA, WI 54738 | AFLAC | $6K | — | $6K | 2.87% |
| NICHOLAS HASELWANDER3 | 101 N FARWELL ST-STE 203 EAU CLAIRE, WI 54703 | AFLAC | $3K | — | $3K | 1.16% |
| TAD HOWARD ASP3 | 10890 N SMITH RD HAYWARD, WI 54843 | AFLAC | $2K | $93 | $2K | 0.97% |
| MICHAEL A PEDERSON3 | 101 N FARWELL ST - STE 203MB203 EAU CLAIRE, WI 54703 | AFLAC | $1K | — | $1K | 0.61% |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST - STE 203 EAU CLAIRE, WI 54703 | AFLAC | $1K | — | $1K | 0.57% |
| MARK HOLZINGER3 Filed as: MARK RANCE PASSI | 3503 MCELROY ST EAU CLAIRE, WI 54701 | AFLAC | $935 | — | $935 | 0.43% |
| JAY A ADELMANN3 | 101 N FARWELL ST - STE 203 EAU CLAIRE, WI 54703 | AFLAC | $885 | — | $885 | 0.41% |
| LESLIE ROTH3 | W6153 VALLEY HOLMEN, WI 54636 | AFLAC | $422 | — | $422 | 0.20% |
| TIM BECKER3 | 1227 MAIN STREET EAU CLAIRE, WI 54701 | AFLAC | $339 | — | $339 | 0.16% |
| ALICE MAGUIRE3 | 4512 TWIN PINES LANE WESTON, WI 54476 | AFLAC | $263 | — | $263 | 0.12% |
| DONNA M GRENWALT3 | 101 BROOKLYN AVE EDGAR, WI 54426 | AFLAC | $118 | — | $118 | 0.05% |
| CHRISTOPHER P DOOLEY3 | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $102 | — | $102 | 0.05% |
| KIRA MARIE SIMON3 | PO BOX 424 EAU CLAIRE, WI 54702 | AFLAC | $98 | — | $98 | 0.05% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $87 | — | $87 | 0.04% |
| DIANE M PERGOLSKI3 | 227140 TEAL AVE WAUSAU, WI 54401 | AFLAC | $72 | — | $72 | 0.03% |
| KNUTE NELSON3 | 920 AUTUMN SAGE WAY PFLUGERVILLE, TX 78660 | AFLAC | $59 | — | $59 | 0.03% |
| MARK HOLZINGER3 Filed as: MARK ANDREW MILLER | 914 PORTER AVE - STE 1 EAU CLAIRE, WI 54701 | AFLAC | $49 | — | $49 | 0.02% |
| ALLISON MORROW3 Filed as: ALLISON M MORROW | 311 FINANCIAL WAY-STE 220 WAUSAU, WI 54401 | AFLAC | $44 | — | $44 | 0.02% |
| JENN M KNIPPEL3 | N3571 RED PINE ROAD MEDFORD, WI 54451 | AFLAC | $39 | — | $39 | 0.02% |
| KERRI ANN LAMON3 | N15345 WOODY ROAD PARK FALLS, WI 54552 | AFLAC | $36 | — | $36 | 0.02% |
| DEBOT & ASSOCIATES INC3 | 2925 WELSBY AVE STEVENS POINT, WI 54481 | AFLAC | $36 | — | $36 | 0.02% |
| LEE BECKER3 | 1207 S DEWEY ST - APT 11 EAU CLAIRE, WI 54701 | AFLAC | $35 | — | $35 | 0.02% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $31 | — | $31 | 0.01% |
| MAGGY SUE LOKKEN3 | 18649 53RD AVE CHIPPEWA FALLS, WI 54729 | AFLAC | $17 | — | $17 | 0.01% |
| JEREMY KOOI3 | 25073 HALL LANE RICHLAND CENTER, WI 53581 | AFLAC | $16 | — | $16 | 0.01% |
| ROSS C NELSON3 | 440 REGENCY PARKWAY DRIVE-STE 234 OMAHA, NE 68114 | AFLAC | $14 | — | $14 | 0.01% |
| WILLIAM F MURRAY III3 | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $10 | — | $10 | 0.00% |
| MATTHEW MATARRESE3 | 203 MONTCLAIR ROAD IRMO, SC 29063 | AFLAC | $7 | — | $7 | 0.00% |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WIND LAKE, WI 53185 | AFLAC | $6 | — | $6 | 0.00% |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LANE WAUNAKEE, WI 53597 | AFLAC | $6 | — | $6 | 0.00% |
| NATHAN BRONSON3 Filed as: NATHAN A BRONSON | W9160 RIPELY ROAD CAMBRIDGE, WI 53523 | AFLAC | $2 | — | $2 | 0.00% |
| KENNETH J HOFFMAN3 | N65W 13544 COBBLESTONE COURT MENOMONEE FALLS, WI 53051 | AFLAC | $1 | — | $1 | 0.00% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $10K | — | $10K | 5.39% |
| SPECTRUM BENEFIT SOLUTIONS3 Filed as: SPECTRUM BENEFIT SOL OF CENTRAL WI | 132 W STATE STREET MEDFORD, WI 54451 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $5K | — | $5K | 2.61% |
| HAUSMANN GROUP INC3 | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $411 | $5K | 12.36% |
| SPECTRUM BENEFIT SOLUTIONS3 Filed as: SPECTRUM BENEFIT SOL OF CENTRAL WI | 132 W STATE STREET MEDFORD, WI 54451 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 3.59% |
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 | 283 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 290 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 336 | $4.3M |
| Dental | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 464 | $189K |
| Vision(2 contracts, 2 carriers) | AFLAC | 464 | $404K |
| Life insurance(2 contracts, 2 carriers) | AFLAC | 161 | $259K |
| Short-term disability | AFLAC | 161 | $216K |
| Prescription drug(2 contracts) | SECURITY HEALTH PLAN OF WISCONSIN, INC. | 336 | $4.3M |
| Other(2 contracts, 2 carriers) | AFLAC | 161 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 464 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.