No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HUMANA HEALTH PLAN INC. EIN 61-1013183 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $170K |
| LEE JOST AND ASSOCIATES NONE | Consulting (general); Direct payment from the plan Service code 16 | 11270 W PARK PLACE, SUITE 950 MILWAUKEE, WI 53224 | $61K |
| MILWAUKEE ROOFERS UNION LOCAL NO 65 EIN 39-0477845 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. NONE | Other services; Direct payment from the plan Service code 49 | 3000 SOUTH LENOLA RD. MAPLE SHADE, NJ 08052 | $22K |
| BMO HARRIS BANK N.A. EIN 36-2085229 NONE | Account maintenance fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $12K |
| FREYBERG HINKLE ET AL EIN 39-1531945 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $9K |
| BUILDING TRADES UNITED PENSION TRUS EIN 51-6049409 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 217 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 68 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 285 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA HEALTH PLAN, INC. | 285 | $628K |
| Stop-loss / reinsurancereinsurance | HUMANA HEALTH PLAN, INC. | 285 | $628K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 285 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.