No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WI EIN 39-1400101 NONE | Claims processing; Direct payment from the plan; Plan Administrator; Other services Service code 12 | — | $1.2M |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.0M |
| PREVEA HEALTH OCCUPATIONAL HEALTH EIN 39-0817529 NONE | Other services; Direct payment from the plan Service code 49 | — | $330K |
| CASE MANAGEMENT SPECIALISTS NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 102 NASHOTAH, WI 53058 | $310K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $154K |
| ASSOCIATED TRUST COMPANY, N.A. EIN 39-6576073 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Other services; Investment management Service code 28 | — | $71K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 7550 MENLO PARK, CA 94026 | $70K |
| MILLIMAN NONE | Actuarial; Direct payment from the plan Service code 11 | PO BOX 75553 CHICAGO, IL 606755553 | $66K |
| ASCENSION MEDICAL GROUP NONE | Direct payment from the plan; Claims processing Service code 12 | 5412 HWY 10 E STEVENS POINT, WI 54482 | $55K |
| BLUEGRASS HEALTH SOLUTIONS LLC NONE | Other services; Direct payment from the plan Service code 49 | 715 KENTUCKY AVE PADUCAH, KY 42003 | $43K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $33K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| AURORA EMPLOYEE ASSISTANCE PROGRAM NONE | Direct payment from the plan; Claims processing Service code 12 | 4067 N. 92ND STREET MILWAUKEE, WI 53222 | $25K |
| EXPRESS SCRIPTS NONE | Claims processing; Direct payment from the plan Service code 12 | 13900 RIVERPORT DRIVE MARYLAND HEIGHTS, MO 630434804 | $16K |
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 | 1,960 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 376 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,336 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES, INC. | 486 | $1.1M |
| Dental | CARE PLUS DENTAL PLANS, INC. | 561 | $178K |
| Life insurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,257 | $108K |
| Long-term disability | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,257 | $108K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,257 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.