No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 39-0138065 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.7M |
| CASE MANAGEMENT SPECIALTIES EIN 39-2006248 NONE | Direct payment from the plan; Other services Service code 49 | — | $463K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $211K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $194K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $119K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| COMPSYCH EAP EIN 36-3739783 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $84K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $80K |
| ROBERT W. BAIRD & CO., INC. EIN 39-6037917 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $71K |
| LEE, JOST & ASSOCIATES EIN 39-1400101 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $56K |
| BRIDGET WELKE EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $55K |
| BENEFIT PLAN ADMINISTRATOR EIN 39-1400101 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| PATRICIA SCHNEIDER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $47K |
| KIM OLSON EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $36K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $36K |
| NORTHERN TRUST INVESTMENTS, INC EIN 36-2723087 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $35K |
| NICOLE FALKNER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $35K |
| ASSOCIATED BANK EIN 39-1564826 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $32K |
| MELISSA ERDMAN EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $32K |
| PART D ADVISORS NONE | Other services; Direct payment from the plan Service code 49 | 17199 N. LAUREL PARK DRIVE SUITE 400 LIVONIA, MI 48152 | $31K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $29K |
| THE MAREK GROUP NONE | Copying and duplicating; Direct payment from the plan Service code 36 | W228 N821 WESTMOUNT DR WAUKESHA, WI 53186 | $21K |
| EAU CLAIRE PRINTING CO., INC. EIN 39-0913472 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $15K |
| BMO HARRIS BANK, N.A. EIN 36-2085229 NONE | Direct payment from the plan; Custodial (securities); Other investment fees and expenses Service code 19 | — | $15K |
| WAGNER LAW GROUP NONE | Legal; Direct payment from the plan Service code 29 | 190 S LASALLE ST. SUITE 2100 CHICAGO, IL 60603 | $14K |
| TSG SERVER AND STORAGE INC. NONE | Legal; Direct payment from the plan Service code 29 | 10 SECOND ST NE SUITE 214 MINNEAPOLIS, MN 55413 | $9K |
| L&M MAIL & COURIER NONE | Direct payment from the plan; Other services Service code 49 | 2452 TRUAX BLVD PO BOX 805 EAU CLAIRE, WI 54702 | $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 | 4,157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,581 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,742 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,513 | $213K |
| Other | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. | 4,393 | $717K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,513 | — |
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.