No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 39-0138065 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Contract Administrator; Claims processing Service code 12 | — | $1.4M |
| CASE MANAGEMENT SPECIALTIES EIN 39-2006248 NONE | Other services; Direct payment from the plan Service code 49 | — | $394K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $184K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $161K |
| DEARBORN PARTNERS EIN 36-4145621 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $122K |
| COMPSYCH EAP EIN 36-3739783 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $73K |
| REINHART ATTORNEYS AT LAW NONE | Legal; Direct payment from the plan Service code 29 | 1000 NORTH WATER STREET SUITE 1700 MILWAUKEE, WI 53202 | $68K |
| ROBERT W. BAIRD & CO., INC. EIN 39-6037917 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $67K |
| LEE, JOST & ASSOCIATES EIN 39-1397718 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $55K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $53K |
| BENEFIT PLAN ADMINISTRATOR EIN 39-1400101 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $51K |
| KRISTIN PASSINEAU EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $51K |
| LAVONNE STRATTON EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $50K |
| BRIDGET WELKE EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $46K |
| EILEEN WALLSCHLAEGER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $44K |
| PATRICIA SCHNEIDER EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $41K |
| KIM OLSON EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $37K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $36K |
| JOY WALKER EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $34K |
| BMO HARRIS BANK, N.A. EIN 36-2085229 NONE | Custodial (securities); Other investment fees and expenses; Direct payment from the plan Service code 19 | — | $32K |
| NICOLE FALKNER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $31K |
| ASSOCIATED BANK EIN 39-1564826 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $28K |
| PAM PALZKILL EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $26K |
| LORI ESLINGER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| NORTHERN TRUST INVESTMENTS, INC EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $18K |
| FAIR HEALTH, INC. EIN 90-0524293 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $12K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $10K |
| EAU CLAIRE PRINTING CO., INC. EIN 39-0913472 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $10K |
| MAREK GROUP NONE | Copying and duplicating; Direct payment from the plan Service code 36 | W228 N281 WESTMOUND DRIVE WAUKESHA, WI 53186 | $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 | 3,830 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,478 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,309 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,140 | $183K |
| Other | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | 4,085 | $828K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,140 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.