| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 2725 S MOORLAND RD NEW BERLIN, WI 53151 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $34K | $0 | $34K | 1.05% |
| MARSH & MCLENNAN AGENCY LLC3 | — | BLUE CROSS BLUE SHIELD OF TEXAS | $47K | $0 | $47K | 3.48% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 510925 NEW BERLIN, WI 53151 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $74K | $25K | $99K | 25.61% |
| MARSH & MCLENNAN AGENCY LLC3 | 17335 GOLD PKWY STE 450 BROOKFIELD, WI 53045 | DELTA DENTAL OF WI | $17K | $0 | $17K | 10.74% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY | 6160 GOLDEN HILLS DRIVE MINNEAPOLIS, MN 55416 | FIRST STOP HEALTH | $8K | $0 | $8K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 17355 GOLD PKWY STE 450 BROOKFIELD, WI 53045 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.20% |
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 | 895 | 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) | 897 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 393 | $4.6M |
| Dental | DELTA DENTAL OF WI | 177 | $154K |
| Vision | VISION SERVICE PLAN | 353 | $38K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 798 | $388K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 798 | $388K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 798 | $388K |
| Prescription drug | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 393 | $3.3M |
| Other(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 825 | $468K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 825 | — |
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."
No prospect flags tripped on this filing.