No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTH CARE INSURANCE CO EIN 36-2739571 NONE | Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $439K |
| BENEFIT PLAN ADMINISTRATION EIN 39-1401001 NONE | Direct payment from the plan; Plan Administrator; Other fees Service code 14 | — | $276K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $275K |
| THE SEGAL COMPANY, INC. EIN 13-1975125 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $91K |
| REINHART BOERNER & VAN DEUREN S.C. EIN 39-1126909 NONE | Legal; Direct payment from the plan; Other fees Service code 29 | — | $90K |
| ANDCO CONSULTING, LLC EIN 59-3676225 NONE | Investment advisory (plan); Direct payment from the plan; Consulting fees Service code 27 | — | $30K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Other fees; Contract Administrator Service code 13 | — | $29K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Other services; Direct payment from the plan; Other fees Service code 49 | PO BOX 7550 MENLO PARK, CA 94026 | $28K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (other than securities); Investment management fees paid directly by plan; Custodial (securities) Service code 18 | — | $26K |
| SIKICH LLP EIN 36-3168081 NONE | Other fees; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| ASSOCIATED TRUST COMPANY EIN 39-6576073 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $23K |
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 | 745 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 54 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 799 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,821 | $17K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 799 | $695K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,821 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,821 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.