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 5 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 5 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WI EIN 39-0138065 NONE | Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $6.4M |
| LIMEADE EIN 06-1771116 NONE | Direct payment from the plan; Other services Service code 49 | — | $983K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Direct payment from the plan; Actuarial; Consulting (pension) Service code 11 | — | $627K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Insurance agents and brokers; Contract Administrator Service code 13 | — | $330K |
| ADP, LLC NONE | Other services; Direct payment from the plan Service code 49 | 1851 N RESLER DRIVE MS-100 EL PASO, TX 79912 | $297K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $229K |
| REINHART, BOERNER, VANDEUREN S.C EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $147K |
| METLIFE LEGAL PLANS EIN 34-1650967 NONE | Other services Service code 49 | — | $134K |
| WRITE ON TARGET, INC. EIN 31-1431575 NONE | Other services; Other fees; Participant communication Service code 38 | — | $121K |
| CNH AMERICA LLC EIN 39-1982756 PLAN SPONSOR | Employee (plan sponsor); Direct payment from the plan Service code 35 | — | $84K |
| HEALTH CARE POLICY ROUNDTABLE NONE | Other services; Direct payment from the plan Service code 49 | 470 JAMES STREET NEW HAVEN, CT 06513 | $30K |
| ONE TOUCH POINT EIN 39-1419951 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $28K |
| TOWERS WATSON INVESTMENT SVS INC EIN 52-1868818 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $25K |
| ERNST & YOUNG EIN 34-6565596 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| SOLERA HEALTH EIN 47-5298764 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $22K |
| EQUITY CREATIVE NONE | Other services; Direct payment from the plan Service code 49 | 9522 58TH PLACE SUITE 800 KENOSHA, WI 53144 | $14K |
| ZMAGS EIN 74-3261801 NONE | Other services; Other fees Service code 49 | — | $5K |
| CVS PHARMACY, INC EIN 05-0340626 NONE | Direct payment from the plan; Other services Service code 49 | — | -$190K |
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 | 7,616 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,170 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,786 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 4,844 | $6.1M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 13,841 | $7.7M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 13,841 | $7.7M |
| Other(4 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 13,841 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,841 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.