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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| WISCONSIN PHYSICIANS SERVICE EIN 39-1502106 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $303K |
| NORTHERN CAPITAL MANAGEMENT, LLC EIN 39-1541077 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $94K |
| BENEFIT PLAN ADMINISTRATION EIN 39-1400101 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $68K |
| FREYBERG HINKLE ASHLAND POWERS & ST EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| BMO FINANCIAL GROUP EIN 36-2085229 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| UNITED ACTUARIAL SERVICES NONE | Actuarial; Direct payment from the plan Service code 11 | — | $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 | 695 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 695 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 695 | $117K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 695 | $117K |
| Stop-loss / reinsurancereinsurance | WISCONSIN PHYSICIANS SERVICE | 695 | $617K |
| Other | HARTFORD LIFE AND ACCIDENT | 695 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 695 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.