| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS, INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | DEAN HEALTH PLAN, INC. | $27K | — | $27K | 1.56% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $17 | $10K | 4.04% |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $2K | $131 | $2K | 5.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: JASON GALLAGHER | 5576 AUCHTER LN WAUNAKEE, WI 53597 | AFLAC | $1K | $120 | $1K | 3.02% |
| KEVIN ZELLNER3 | 350 COUNTY ROAD A WISCONSIN DELLS, WI 53965 | AFLAC | $459 | $85 | $544 | 1.16% |
| AMY KNUTSON3 | 421 HIGGINS DR EVANSVILLE, WI 53536 | AFLAC | $335 | $0 | $335 | 0.72% |
| CASEY J HIGGINS3 | 9347 LIZARD ROCK TRL COLORADO SPRINGS, CO 80924 | AFLAC | $285 | $0 | $285 | 0.61% |
| TED ALDWORTH3 | 3825 MONONA DRIVE APT 25 MADISON, WI 53714 | AFLAC | $259 | $0 | $259 | 0.55% |
| MICHAEL FRASIER3 | 258 CORPORATE DRIVE, STE 200 MADISON, WI 53714 | AFLAC | $223 | $20 | $243 | 0.52% |
| AMY KNUTSON3 Filed as: AMY L KNUTSON | 421 HIGGINS DRIVE EVANSVILLE, WI 53536 | AFLAC | $198 | $0 | $198 | 0.42% |
| TREVOR D MARTIN3 | 4001 FELLAND RD, STE 106 MADISON, WI 53718 | AFLAC | $141 | $0 | $141 | 0.30% |
| MATTHEW A HOFELDT3 | 4918 LANTERN HOLLOW LN WAUNAKEE, WI 53597 | AFLAC | $107 | $0 | $107 | 0.23% |
| ROSS C NELSON3 | 440 REGENCY PARKWAY DR STE 234 OMAHA, NE 68114 | AFLAC | $106 | $0 | $106 | 0.23% |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $62 | $0 | $62 | 0.13% |
| JOHN D KEYS3 Filed as: JOHN A KREFT | 5605 OSBORN DR MCFARLAND, WI 53558 | AFLAC | $49 | $0 | $49 | 0.10% |
| DUSTIN PRICE3 | 1664 ATLANTA CIR MANITOWOC, WI 54220 | AFLAC | $48 | $0 | $48 | 0.10% |
| BRIAN D BARK3 | W5380 COUNTY ROAD CS POYNETTE, WI 53955 | AFLAC | $46 | $0 | $46 | 0.10% |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN STE 106 WAUNAKEE, WI 53597 | AFLAC | $44 | $0 | $44 | 0.09% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | AFLAC | $37 | $0 | $37 | 0.08% |
| MARILYN L SHAW SCHUH3 Filed as: MARILYN LOUISE SHAW SCHUH | 624 E CRANSTON RD BELOIT, WI 53511 | AFLAC | $31 | — | $31 | 0.07% |
| MARILYN HUGHES3 Filed as: MARILYN M HUGHES | 159 HICKORY LN DAHLONEGA, GA 30533 | AFLAC | $24 | — | $24 | 0.05% |
| JOHN D KEYS3 Filed as: JOHN A KREFT | 5605 OSBORN DR MCFARLAND, WI 53558 | AFLAC | $22 | — | $22 | 0.05% |
| ELIZABETH A LENZO3 Filed as: ELIZABETH LENZO | 701 ALBEROSKY WAY BATAVIA, IL 60510 | AFLAC | $20 | — | $20 | 0.04% |
| JEREMY KOOI3 | 270 SHAKERAG ST MINERAL POINT, WI 53565 | AFLAC | $18 | — | $18 | 0.04% |
| WILLIAM C HAGEN3 | 258 CORPORATE DRIVE STE 200 MADISON, WI 53714 | AFLAC | $17 | — | $17 | 0.04% |
| REBECCA A BAERTSCHI3 | 209 W MAIN ST BROOKLYN, WI 53521 | AFLAC | $16 | — | $16 | 0.03% |
| ALISON M MORROW3 | 311 FINANCIAL WAY STE 220 WAUSAU, WI 54401 | AFLAC | $15 | — | $15 | 0.03% |
| JEFFREY D HOEFNER3 | 3124 LORRABUD LN SUN PRAIRIE, WI 53590 | AFLAC | $13 | — | $13 | 0.03% |
| PAUL W DESPIRITO3 | 3051 PROGRESS WAY STE 204 KAUKAUNA, WI 54130 | AFLAC | $12 | — | $12 | 0.03% |
| NICHOLAS LAACK-MILLER3 | 1100 GARDEN AVE STOUGHTON, WI 53589 | AFLAC | $12 | — | $12 | 0.03% |
| CHRIS ZELLNER3 Filed as: CHRIS M SOULIER | 602 WILLIAM WAY WAUNAKEE, WI 53597 | AFLAC | $6 | — | $6 | 0.01% |
| CHRISTOPHER P DOOLEY3 | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $6 | — | $6 | 0.01% |
| SHERI L DEAN3 | 2477 PINTO TRL MCFARLAND, WI 53558 | AFLAC | $5 | — | $5 | 0.01% |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $5 | — | $5 | 0.01% |
| JOSHUA J PARISE3 | 7325 JANES AVE WOODRIDGE, IL 60517 | AFLAC | $3 | — | $3 | 0.01% |
| NATHAN BRONSON3 Filed as: NATHAN A BRONSON | W217 N5386 TAYLORS WOODS DR MENOMONEE FALLS, WI 53051 | AFLAC | $3 | — | $3 | 0.01% |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST, STE 203 EAU CLAIRE, WI 54703 | AFLAC | $3 | — | $3 | 0.01% |
| WILLIAM F MURRAY III3 | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $2 | — | $2 | 0.00% |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WIND LAKE, WI 53185 | AFLAC | $2 | — | $2 | 0.00% |
| SHERI L DEAN3 | 2477 PINTO TRL MCFARLAND, WI 53558 | AFLAC | $1 | — | $1 | 0.00% |
| SHADEL & ASSOCIATES LLC3 Filed as: SHADEL & ASSOCIATES | 126 HOPKINS ST NEPTUNE BEACH, FL 32266 | AFLAC | $1 | — | $1 | 0.00% |
| KENNETH J HOFFMAN3 | N65 W13544 COBBLESTONE CT MENOMONEE FALLS, WI 53051 | AFLAC | $1 | — | $1 | 0.00% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: M3 INSURANCE SOLUTIONS INC. | 828 JOHN NOLEN DRIVE MADISON, WI 53713 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
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 | 114 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 117 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN, INC. | 344 | $1.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 287 | $235K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 212 | $27K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 287 | $235K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 287 | $235K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 287 | $235K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 287 | $282K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 344 | — |
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.