| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DR MOUNT PLEASANT, WI 53406 | DELTA DENTAL OF WISCONSIN | $15K | — | $15K | 10.86% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DR MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | — | $11K | 9.88% |
| JOHNSON INSURANCE SERVICES LLC3 | 555 MAIN ST STE 291 RACINE, WI 53403 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $4K | $4K | 3.36% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DR MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $0 | $6K | 9.00% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $0 | $6K | 9.00% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DR MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | $0 | $1K | 7.77% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES | — | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN | $2K | — | $2K | 10.00% |
| JOHNSON INSURANCE SERVICES LLC3 | 1103 HUNTER DR MOUNT PLEASANT, WI 53406 | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | $0 | $1K | 11.65% |
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 | 153 | 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) | 153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPCARE HEALTH SERVICES INSRUANCE CORPORATION | 113 | $1.6M |
| Dental | DELTA DENTAL OF WISCONSIN | 115 | $138K |
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN | 94 | $16K |
| Life insurance(3 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 153 | $137K |
| Short-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 153 | $175K |
| Long-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 153 | $177K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 90 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.