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 | — | $647K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $394K |
| LEE JOST & ASSOCIATES EIN 39-1401001 NONE | Consulting (general); Consulting fees Service code 16 | — | $56K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $46K |
| UMR NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 88822 MILWAUKEE, WI 532880822 | $42K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $28K |
| BUILDING TRADES UNITED PENSION EIN 51-6049409 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| STRATEGIC CAPITAL INVEST. ADVISORS EIN 36-4268991 NONE | Consulting fees; Investment advisory (plan) Service code 27 | — | $15K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $15K |
| COMERICA EIN 36-6045202 NONE | Other investment fees and expenses; Shareholder servicing fees; Float revenue; Custodial (securities); Other services Service code 19 | — | $7K |
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 | 625 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 429 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,054 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 699 | $132K |
| Other | AIG BENEFIT SOLUTIONS | 686 | $129K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 699 | — |
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.