Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Robertson Ryan & Assoc Inc LifeOther | LifeOther | |
Broker: Robertson Ryan Assoc Inc LifeLTDOther | LifeLTDOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,464 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,500 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 1,294 | $162K |
| Long-term disability | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 61 | $5K |
| Other(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 1,294 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,294 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: United Healthcare Insurance Company | |
Carrier: Equitable Financial Life Insurance Company of America |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE INS EIN 36-3739571 NONE | Claims processing; Other services Service code 12 | — | $1.2M |
| COLUMBIA ST MARY'S EIN 39-0806315 NONE | Other services; Other fees Service code 49 | — | $382K |
| MICHAEL LOVELY EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $348K |
| VALECIA LIEW EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $219K |
| TODD MARKOWSKI EIN 30-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $218K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services; Other fees Service code 49 | — | $209K |
| ALICIA BLAKLEY EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $192K |
| ANGELA GENET EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $188K |
| GAIL STELMASZEWSKI EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $175K |
| DEANNA BELL EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $172K |
| NEXT GEN HEALTHCARE INC EIN 95-2888568 NONE | Other services; Other fees Service code 49 | — | $160K |
| JOHN HINTZ EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $159K |
| JOSEPH BATTISTA EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $156K |
| LABORATORY CORPORATION OF AMERICA EIN 84-0611484 NONE | Other fees; Other services Service code 49 | — | $153K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Other fees; Actuarial Service code 11 | — | $147K |
| DAVID PETERSON EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $146K |
| KIMBERLY MCNAUGHTAN EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $128K |
| ANDREA ALSTON EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $126K |
| SHERRI NIGHTINGALE EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $123K |
| AMY STAVER EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $121K |
| TERESA BATES EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| BRIAN ZITTEL EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| MILWAUKEE RADIOLOGIST LTD EIN 39-1126363 NONE | Other services; Other fees Service code 49 | — | $116K |
| MOHAMMAD FAREED EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| CRAIG NIEDRINGHAUS EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| NICOLE BELONGIA EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| KATHLEEN NELSON EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| JAMES REPETTI EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| KELSEY CHRISTENSON EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $102K |
| THE BEST OF BEST CLEANING LLC EIN 88-3033825 NONE | Other fees; Other services Service code 49 | — | $99K |
| RENEE MOON EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| PAUL ROZINSKI EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| SLOBODAN KULASINAC EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $95K |
| MONICA SCHOLL EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| JODI STOVER EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| SUMAN SINGH EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| KAR CHIROPRACTIC MASTERS EIN 39-2040735 NONE | Other fees; Other services Service code 49 | — | $89K |
| ANGELA KUCAN EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $89K |
| KEITH STEGALL EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| DIGICORP INC EIN 39-1252290 NONE | Other fees; Other services Service code 49 | — | $87K |
| JANNA SUNSTROM EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| MILDRED RIVERA EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| ELIZABETH MIHM EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| DEANNA CAMPBELL EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| ERIK CHRISTOPHER ALEXANDER MD NONE | Other services; Other fees Service code 49 | 1313 N FRANKLIN PLACE SUITE 2001 MILWAUKEE, WI 53202 | $81K |
| JENNIFER LAPLANT EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| ANGELINA GARCIA-ROMERO EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $80K |
| WENDY WEBER EIN 39-6063342 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $80K |
| MARICELLIS PEDROZA EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| ALONDA REED EIN 39-6063342 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
11 filings · 2015 to 2025