See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WI, EIN 39-1400101 NONE | Claims processing; Plan Administrator; Other services; Direct payment from the plan Service code 12 | — | $1.2M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $729K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $159K |
| CASE MANAGEMENT SPECIALISTS, INC. EIN 61-1688248 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $130K |
| ENVISION RX EIN 90-1011712 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $108K |
| ASSOCIATED TRUST COMPANY, N.A. EIN 39-6576073 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Other services Service code 28 | — | $62K |
| LEE JOST & ASSOCIATES EIN 39-1400101 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $53K |
| ASCENSION MEDICAL GROUP NONE | Claims processing; Direct payment from the plan Service code 12 | 5412 HWY 10 E STEVENS POINT, WI 54482 | $27K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $18K |
| ANDCO CONSULTING LLC EIN 59-3676225 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $15K |
| CITYPRESS INC. NONE | Direct payment from the plan; Copying and duplicating Service code 36 | W238 N1650 ROCKWOOD DRIVE WAUKESHA, WI 53188 | $9K |
| BURTON & MAYER NONE | Claims processing; Copying and duplicating; Direct payment from the plan Service code 12 | W140N9000 LILLY RD MENOMONEE FALLS, WI 53051 | $9K |
| AMG EMPLOYER SOLUTIONS NONE | Direct payment from the plan; Claims processing Service code 12 | 5412 HWY 10 E STEVENS POINT, WI 54482 | $9K |
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 | 1,675 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 391 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,066 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 517 | $1.5M |
| Dental | CARE PLUS DENTAL PLANS, INC. | 290 | $76K |
| Life insurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,932 | $30K |
| Long-term disability | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,932 | $30K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,724 | $674K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,932 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.