| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHRIS ZELLNER3 | 918 ALDORA LN. WAUNAKEE, WI 53597 | AFLAC | $4K | $156 | $4K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: JASON GALLAGHER | 5576 AUCHTER LN. WAUNAKEE, WI 53597 | AFLAC | $2K | — | $2K | — |
| AMY KNUTSON3 | 421 HIGGINS DR. EVANSVILLE, WI 53536 | AFLAC | $1K | $37 | $1K | — |
| KEVIN ZELLNER3 | 350 COUNTY ROAD A WISCONSIN DELLS, WI 53965 | AFLAC | $1K | $54 | $1K | — |
| CASEY J HIGGINS3 | 2484 LEOPOLD WAY SUN PRAIRIE, WI 53590 | AFLAC | $878 | $73 | $951 | — |
| TREVOR D MARTIN3 Filed as: TREVOR MARTIN | 4001 FELLAND ROAD STE 106 MADISON, WI 53718 | AFLAC | $485 | $88 | $573 | — |
| TED ALDWORTH3 | 3825 MONONA DR. APT 25 MADISON, WI 53714 | AFLAC | $357 | $31 | $388 | — |
| ANASTASIA JONES3 | 1025 N. DANIELS CT. APT B2 WHITEWATER, WI 53190 | AFLAC | $259 | $47 | $306 | — |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS | 828 JOHN NOLEN DR. MADISON, WI 53713 | AFLAC | $183 | — | $183 | — |
| JEFFREY D HOEFNER3 Filed as: JEFFREY HOEFNER | 4001 FELLAND RD. STE. 113 MADISON, WI 53718 | AFLAC | $110 | $12 | $122 | — |
| JOHN D KEYS3 Filed as: JOHN KREFT | 5605 OSBORN DR. MCFARLAND, WI 53558 | AFLAC | $117 | — | $117 | — |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT. SUN PRAIRIE, WI 53590 | AFLAC | $104 | — | $104 | — |
| MARILYN L SHAW SCHUH3 Filed as: MARILYN SCHUH | 624 E. CRANSTON RD. BELOIT, WI 53511 | AFLAC | $66 | — | $66 | — |
| ELIZABETH A LENZO3 Filed as: ELIZABETH LENZO | 1840 VIA DEL REY SOUTH PASADENA, CA 91030 | AFLAC | $29 | — | $29 | — |
| MATTHEW A HOFELDT3 Filed as: MATTHEW HOFELDT | 4918 LANTERN HOLLOW LN. WAUNAKEE, WI 53597 | AFLAC | $29 | — | $29 | — |
| REBECCA A BAERTSCHI3 Filed as: REBECCA BAERTSCHI | 4001 FELLAND RD. STE. 106 MADISON, WI 53718 | AFLAC | $25 | — | $25 | — |
| JOSHUA J PARISE3 Filed as: JOSHUA PARISE | 7325 JANES AVE. WOODRIDGE, IL 60517 | AFLAC | $20 | — | $20 | — |
| MICHAEL FRASIER3 | 374 BELLA WAY SUN PRAIRIE, WI 53590 | AFLAC | $15 | — | $15 | — |
| CHRIS ZELLNER3 Filed as: CHRIS SOULIER | 602 WILLIAM WAY WAUNAKEE, WI 53597 | AFLAC | $12 | — | $12 | — |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW RD. DODGEVILLE, WI 53533 | AFLAC | $7 | $3 | $10 | — |
| GLEN T SCHWEIKERT3 Filed as: GLEN SCHWEIKERT | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $8 | — | $8 | — |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR. EAU CLAIRE, WI 54701 | AFLAC | $2 | — | $2 | — |
| NATHAN BRONSON3 | W217 N5386 TAYLORS WOODS DR. MENOMONEE FALLS, WI 53051 | AFLAC | $2 | — | $2 | — |
| ADAM THOMAS GARDNER3 Filed as: ADAM GARDNER | 101 N FARWELL ST STE 203 EAU CLAIRE, WI 54703 | AFLAC | $1 | — | $1 | — |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR STE 300 BROOKFIELD, WI 53045 | AFLAC | $1 | — | $1 | — |
| WILLIAM F MURRAY III3 Filed as: WILLIAM MURRAY III | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $1 | — | $1 | — |
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 | 176 | 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) | 176 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability | AFLAC | 176 | $0 |
| Other | AFLAC | 176 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 176 | — |
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.