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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISC EIN 39-1401001 NONE | Plan Administrator; Other fees Service code 14 | — | $617K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $298K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $104K |
| LEE JOST & ASSOCIATES EIN 39-1401001 NONE | Consulting fees; Consulting (general) Service code 16 | — | $58K |
| CASE MANAGEMENT SERVICES NONE | Consulting fees; Direct payment from the plan Service code 50 | PO BOX 102 NASHOTAH, WI 53058 | $56K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $43K |
| BUILDING TRADES UNITED PENSION EIN 51-6049409 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $23K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| STRATEGIC CAPITAL INVEST. ADVISORS EIN 36-4268991 NONE | Investment advisory (plan); Consulting fees Service code 27 | — | $15K |
| COMERICA EIN 36-6045202 NONE | Custodial (securities); Other services; Shareholder servicing fees Service code 19 | — | $6K |
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 | 654 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 375 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,029 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 694 | $151K |
| Other | AIG BENEFIT SOLUTIONS | 673 | $111K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 694 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.