No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS EIN 39-0138065 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.1M |
| 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 | — | $1.2M |
| CASE MANAGEMENT SPECIALTIES EIN 61-1688248 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $639K |
| TEAM EIN 81-4050818 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $362K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $235K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $170K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $96K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $75K |
| BENEVELLE CONSULTING CORPORATION EIN 88-3202021 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $63K |
| BENESYS EIN 38-2383171 NONE | Accounting (including auditing); Direct payment from the plan; Actuarial Service code 10 | — | $56K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $37K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $33K |
| ASSOCIATED BANK EIN 30-0219031 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $18K |
| EAU CLAIRE PRINTING CO, INC EIN 39-0913472 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $17K |
| L & M MAIL SERVICE INC NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 2452 TRUAX BLVD PO BOX 805 EAU CLAIRE, WI 54702 | $15K |
| HONSA-BINDER PRINTING, INC NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 1065 PHALEN BOULEVARD ST. PAUL, MN 55106 | $7K |
| CONSOLIDATED PRINTING COMPANY NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 2070 S. CARBOY RD. MOUNT PROSPECT, IL 60056 | $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 | 4,272 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,674 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,949 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 2,148 | $6.0M |
| Dental | CARE-PLUS DENTAL PLANS, INC. | 179 | $40K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 4,735 | $304K |
| Other | HCC LIFE INSURANCE COMPANY | 4,627 | $831K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,735 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.