No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISC EIN 39-1401001 NONE | Other fees; Plan Administrator Service code 14 | — | $663K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $357K |
| LEE JOST & ASSOCIATES EIN 39-1401001 NONE | Consulting fees; Consulting (general) Service code 16 | — | $58K |
| GREATBANC TRUST COMPANY EIN 36-3681493 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $55K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $44K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| BUILDING TRADES UNITED PENSION EIN 51-6049409 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $23K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $17K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $5K |
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 | 594 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 438 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,032 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE | 646 | $128K |
| Other | AIG BENEFIT SOLUTIONS | 627 | $123K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 646 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.