| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 Filed as: USI | ALLEN JAEGER 1509 KENTLANDS COURT WAUNAKEE, WI 53597 | DEAN HEALTH PLAN, INC. | $5K | $0 | $5K | 1.11% |
| MIDWEST FINANCIAL SERVICES INC3 Filed as: MIDWEST FINANCIAL GROUP INC. | SCOTT WIELAND 1918 HAWKS RIDGE DRIVE VERONA, WI 53593 | DEAN HEALTH PLAN, INC. | $3K | $0 | $3K | 0.64% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE | JULIA CAPE 815 EAST PONCE DE LEON AVENUE DECATUR, GA 30030 | DEAN HEALTH PLAN, INC. | $1K | $0 | $1K | 0.32% |
| MIDWEST FINANCIAL SERVICES INC3 Filed as: MIDWEST FINANCIAL GROUP | 1806 SEMINOLE HIGHWAY MADISON, WI 53711 | DELTA DENTAL OF WISCONSIN | $3K | $0 | $3K | 6.45% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62817 VIRGINIA BEACH, VA 23466 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $807 | $2K | 11.86% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $331 | $66 | $397 | 2.04% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62817 VIRGINIA BEACH, VA 23466 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $927 | $309 | $1K | 16.39% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY, SUITE 1950 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $204 | $27 | $231 | 3.06% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | WYSSTA INSURANCE COMPANY, INC. | $316 | $0 | $316 | 6.65% |
| MIDWEST FINANCIAL SERVICES INC3 Filed as: MIDWEST FINANCIAL GROUP | 1806 SEMINOLE HIGHWAY MADISON, WI 53711 | WYSSTA INSURANCE COMPANY, INC. | $33 | $0 | $33 | 0.69% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC | 200 GALLERIA PARKWAY SE ATLANTA, GA 30339 | WYSSTA INSURANCE COMPANY, INC. | $32 | $0 | $32 | 0.67% |
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 | 126 | 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) | 126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | DEAN HEALTH PLAN, INC. | 96 | $448K |
| Dental | DELTA DENTAL OF WISCONSIN | 70 | $43K |
| Vision | WYSSTA INSURANCE COMPANY, INC. | 54 | $5K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 126 | $27K |
| Prescription drug | DEAN HEALTH PLAN, INC. | 96 | $448K |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 126 | $27K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.