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 |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 39-0138065 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $1.3M |
| CASE MANAGEMENT SPECIALTIES EIN 39-2006248 NONE | Other services; Direct payment from the plan Service code 49 | — | $329K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $190K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $178K |
| DEARBORN PARTNERS EIN 36-4145621 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $119K |
| ROBERT W. BAIRD & CO., INC. EIN 39-6037917 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $68K |
| LEE, JOST & ASSOCIATES EIN 39-1397718 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $66K |
| LORI ESLINGER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $66K |
| REINHART ATTORNEYS AT LAW NONE | Legal; Direct payment from the plan Service code 29 | 1000 NORTH WATER STREET SUITE 1700 MILWAUKEE, WI 53202 | $62K |
| BENEFIT PLAN ADMINISTRATOR EIN 39-1400101 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $51K |
| LAVONNE STRATTON EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $48K |
| KRISTIN PASSINEAU EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $47K |
| EILEEN WALLSCHLAEGER EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $43K |
| PATRICIA SCHNEIDER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $41K |
| BRIDGET WELKE EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $37K |
| KIM OLSON EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $35K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| JOY WALKER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $31K |
| ASSOCIATED BANK EIN 39-1564826 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $30K |
| BMO HARRIS BANK, N.A. EIN 36-2085229 NONE | Direct payment from the plan; Other investment fees and expenses; Custodial (securities) Service code 19 | — | $28K |
| NICOLE FALKNER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $28K |
| PAM PALZKILL EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $15K |
| FAIR HEALTH, INC. EIN 90-0524293 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $12K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $10K |
| NORTHERN TRUST INVESTMENTS, INC EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| EAU CLAIRE PRINTING CO., INC. EIN 39-0913472 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $8K |
| KELLY SERVICES, INC. EIN 38-1510762 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
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 | 3,619 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,496 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,976 | $193K |
| Other | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | 4,072 | $803K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,072 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.