| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LUANN BOYEA3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | WPS HEALTH PLAN, INC. | $28K | — | $28K | 1.40% |
| LUANN BOYEA3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION | $6K | — | $6K | 1.47% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 11.25% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $1K | $3K | 5.77% |
| JOHN KAUFMAN3 Filed as: JOHN STUART WOERFEL | 301 N BROADWAY STE 201 DE PERE, CT 06107 | NORTHWESTERN MUTUAL | $2K | $544 | $3K | 5.68% |
| DANTE P PIZZUTI3 | 29 S MAIN ST STE 201 WEAT HARTFORD, CT 06107 | NORTHWESTERN MUTUAL | $2K | $544 | $3K | 5.68% |
| PIZZUTI GROUP LLC3 | 29 S MAIN ST STE 201 WEST HARTFORD, CT 06107 | NORTHWESTERN MUTUAL | $431 | $51 | $482 | 1.01% |
| JACOB A UNDERWOOD3 | 301 N BROADWAY STE 201 DE PERE, WI 54115 | NORTHWESTERN MUTUAL | $216 | $77 | $293 | 0.62% |
| FLEISNER GROUP LLC3 | 4620 N BALLARD RD APPLETON, WI 54913 | NORTHWESTERN MUTUAL | $216 | $26 | $242 | 0.51% |
| JUSTIN MATTHEW REBMAN3 | 250 S AUSTRALIAN AVE., STE 1601 WEST PALM BEACH, FL 33401 | NORTHWESTERN MUTUAL | $63 | $16 | $79 | 0.17% |
| WILLIAM FRANK MCKERNAN3 | 250 S AUSTRALIAN AVE., STE. 1601 STE 1601 WEST PALM BEACH, FL 33401 | NORTHWESTERN MUTUAL | $6 | $2 | $8 | 0.02% |
| STRIANO FNCL GRP LLC3 | 1515 S FEDERAL HWY STE 208 BOCA RATON, FL 33432 | NORTHWESTERN MUTUAL | $6 | $1 | $7 | 0.01% |
| ASSOCIATED FINANCIAL GROUP LLC3 Filed as: ASSOCIATED FINANCIAL GROUP, LLC | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | NATIONAL VISION ADMINISTRATORS, L.L.C. | $389 | — | $389 | 5.85% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | NATIONAL VISION ADMINISTRATORS, L.L.C. | $276 | — | $276 | 4.15% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $564 | — | $564 | 11.23% |
| ASSOCIATED FINANCIAL GROUP LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $189 | $113 | $302 | 6.01% |
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 | 137 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 137 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WPS HEALTH PLAN, INC. | 258 | $2.4M |
| Vision | NATIONAL VISION ADMINISTRATORS, L.L.C. | 183 | $7K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 217 | $55K |
| Long-term disability | NORTHWESTERN MUTUAL | 137 | $48K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 196 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 258 | — |
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.