| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 20700 SWENSON DRIVE #375 WAUKESHA, WI 53186 | DEAN HEALTH PLAN | $17K | — | $17K | 1.29% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | DEAN HEALTH PLAN | $4K | — | $4K | 0.28% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | BLUE CARE NETWORK OF MICHIGAN | $14K | — | $14K | 3.13% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | DELTA DENTAL OF WISCONSIN | $6K | — | $6K | 5.18% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 7.44% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORR, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $387 | $2K | 5.92% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 2.56% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $484 | $484 | 1.15% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 11.16% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $364 | $2K | 6.06% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 3.84% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $455 | $455 | 1.32% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 7.79% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $380 | $2K | 6.18% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $476 | $476 | 1.48% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $391 | — | $391 | 1.21% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC | $1K | — | $1K | 6.68% |
| M3 INSURANCE SOLUTIONS INC3 | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | WYSSTA INSURANCE COMPANY INC | $229 | — | $229 | 1.36% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $209 | — | $209 | 9.00% |
| GIS BENEFITS INC3 Filed as: GIS BENEFITS INC. | 422 WAUPONSEE ST MORRIS, IL 60450 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $116 | $30 | $146 | 6.29% |
| NATIONAL BENEFIT CENTER3 | 3659 GREEN ROAD SUITE 322-8 BEACHWOOD, OH 44122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $38 | $38 | 1.64% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $23 | — | $23 | 0.99% |
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 | 204 | 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) | 205 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | DEAN HEALTH PLAN | 97 | $1.7M |
| Dental | DELTA DENTAL OF WISCONSIN | 143 | $111K |
| Vision | WYSSTA INSURANCE COMPANY INC | 111 | $17K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 196 | $32K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 196 | $42K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 196 | $34K |
| Prescription drug | BLUE CARE NETWORK OF MICHIGAN | 82 | $450K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 196 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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.