No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-0138065 NONE | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $2.0M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.8M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.4M |
| CASE MANAGEMENT SPECIALTIES EIN 61-1688248 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $506K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $234K |
| TEAM EIN 81-4050818 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $186K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $178K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $108K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $97K |
| BENESYS EIN 38-2383171 NONE | Actuarial; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| BENEVELLE CONSULTING CORPORATION EIN 88-3202021 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $52K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $43K |
| NORTHERN TRUST INVESTMENTS, INC EIN 36-2723087 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $38K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $32K |
| ASSOCIATED BANK EIN 39-1564826 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $18K |
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 | 4,371 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,663 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,037 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 2,104 | $5.8M |
| Dental | CARE-PLUS DENTAL PLANS, INC. | 133 | $47K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,773 | $232K |
| Other | HCC LIFE INSURANCE COMPANY | 4,673 | $805K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,773 | — |
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.