No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-0138065 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Claims processing; Float revenue Service code 12 | — | $1.8M |
| CASE MANAGEMENT SPECIALTIES EIN 39-2006248 NONE | Other services; Direct payment from the plan Service code 49 | — | $450K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $226K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $213K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $153K |
| COMPSYCH EAP EIN 36-3739783 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $139K |
| BENEFIT PLAN ADMINISTRATOR EIN 39-1400101 NONE | Accounting (including auditing); Actuarial; Direct payment from the plan Service code 10 | — | $107K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $75K |
| 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 | — | $68K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $66K |
| BRIDGET WELKE EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $60K |
| PATRICIA SCHNEIDER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $49K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $45K |
| NICOLE FALKNER EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $40K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| NORTHERN TRUST INVESTMENTS, INC EIN 36-2723087 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $37K |
| MELISSA ERDMAN EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $35K |
| KELLI CORBIN EIN 39-6079856 EMPLOYEE | Contract Administrator; Direct payment from the plan Service code 13 | — | $31K |
| ERIN IVES EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $30K |
| KIMBERLY SULLIVAN EIN 39-6079856 EMPLOYEE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| ASSOCIATED BANK EIN 39-1564826 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $24K |
| BMO HARRIS BANK, N.A. EIN 36-2085229 NONE | Other investment fees and expenses; Custodial (securities); Direct payment from the plan Service code 19 | — | $21K |
| WAGNER LAW GROUP NONE | Legal; Direct payment from the plan Service code 29 | 190 S LASALLE ST. SUITE 2100 CHICAGO, IL 60603 | $12K |
| EAU CLAIRE PRINTING CO., INC. EIN 39-0913472 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $9K |
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 | 3,975 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,609 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,584 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 2,012 | $5.1M |
| Dental | CARE-PLUS DENTAL PLANS, INC. | 179 | $63K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,357 | $224K |
| Other | HCC LIFE INSURANCE COMPANY | 4,323 | $723K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,357 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.