| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COTTINGHAM & BUTLER Filed as: COTTINGHAM AND BUTLER | 800 MAIN STREET DUBUQUE, IA 52001 | CONTINENTAL AMERICAN INSURANCE COMPANY | $88K | — | $88K | 17.87% |
| DEBOT & ASSOCIATES INC Filed as: DEBOT AND ASSOCIATES | 2925 WELSBY AVE STEVENS POINT, WI 54481 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13K | — | $13K | 2.67% |
| ALAN SCHACMAN | 206 STONE LAKE RD MANITOWISH WATERS, WI 54545 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 1.15% |
| ALLISON MORROW | 311 FINANCIAL WAY WAUSAU, WI 54401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.89% |
| W BRADFORD DEBOT Filed as: BRADFORD DEBOT | 2925 WELSBY AVE STEVENS POINT, WI 54481 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 0.87% |
| ALAN SCHACMAN | 206 STONE LAKE RD MANITOWISH WATERS, WI 54545 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.52% |
| JASON SCZEPANIAK | 4001 FELLAND ROAD MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.39% |
| IAN C JOHNSON | 2241 EARLY STREET GREEN BAY, WI 54304 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.33% |
| DEBORAH A KRUMP Filed as: DEBORAH KRUMP | 1407 33TD ST SOUTH ST CLOUD, MN 56301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.27% |
| SHANNON A LADING Filed as: SHANNON LANDING | 738 FOURTH STREET APPELTON, WI 54914 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.26% |
| PATRICK KREFT Filed as: PATRICK J KREFT | 107 EDDY RD EDGER, WI 54426 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.22% |
| PATRICIA M LEACH Filed as: PATRICIA LEACH | 680 TAMARACK DR E WEST BEND, WI 53095 | CONTINENTAL AMERICAN INSURANCE COMPANY | $660 | — | $660 | 0.13% |
| BECKY SUTHERLAND | 6211 HAMILTON ST ST LOIUS PARK, MN 55416 | CONTINENTAL AMERICAN INSURANCE COMPANY | $652 | — | $652 | 0.13% |
| LUCAS BAUMGARTNER | 20 LAKE STREET N FOREST LAKE, MN 55025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $607 | — | $607 | 0.12% |
| JACK D BREES Filed as: JACK BREES | 2989 S WAUKSESHA RD WEST ALLIS, WI 53227 | CONTINENTAL AMERICAN INSURANCE COMPANY | $533 | — | $533 | 0.11% |
| ADAM WICHMANN | 4362 N BULL RUSH DR APPELTON, WI 54913 | CONTINENTAL AMERICAN INSURANCE COMPANY | $522 | — | $522 | 0.11% |
| DEBORAH COLE | 1322 MAPLE DRIVE SE ALEXANDRIA, MN 56308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $512 | — | $512 | 0.10% |
| RONALD DIETL | PO BOX 42 CLEAR LAKE, MN 55319 | CONTINENTAL AMERICAN INSURANCE COMPANY | $467 | — | $467 | 0.09% |
| STEPHANIE SAVOCA | 2925 WELSBY AVE STEVENS POINT, WI 54481 | CONTINENTAL AMERICAN INSURANCE COMPANY | $466 | — | $466 | 0.09% |
| CINDY ANDERSON | 18862 D 345TH ST FOREST CITY, IA 50613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $463 | — | $463 | 0.09% |
| JULIE A FRIEDL Filed as: JULIE FRIEDL | N5796 STATE ROAD 22 WILD ROSE, WI 54984 | CONTINENTAL AMERICAN INSURANCE COMPANY | $431 | — | $431 | 0.09% |
| PATRICIA L OBERMUELLER | 1421 N BROADWAY MENOMONIE, WI 54751 | CONTINENTAL AMERICAN INSURANCE COMPANY | $416 | — | $416 | 0.08% |
| BARBARA ZIEGELMAN | 700 CEDAR ST ALEXANDRIA, MN 56308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $390 | — | $390 | 0.08% |
| PATRICIA A EDWARDS Filed as: PATRICIA EDWARDS | 37454 HILLTOP DR WASECA, MN 56093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $358 | — | $358 | 0.07% |
| CAROL PURDY FIELDS Filed as: CAROL HANSEN | 1895 52ND STREET SW PEQUOT LAKES, MN 56472 | CONTINENTAL AMERICAN INSURANCE COMPANY | $293 | — | $293 | 0.06% |
| BRENT K WALKER Filed as: BRENT WALKER | 10 E 6TH STREET MORRIS, MN 56267 | CONTINENTAL AMERICAN INSURANCE COMPANY | $282 | — | $282 | 0.06% |
| SANDRA F STRANDLIEN Filed as: SANDRA STRANDLIEN | 4840 AMBER VALLEY PARKWAY FARGO, ND 58104 | CONTINENTAL AMERICAN INSURANCE COMPANY | $280 | — | $280 | 0.06% |
| MICHAEL A PEDERSON Filed as: MICHAEL PEDERSON | 101 N FARWELL STREET EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $275 | — | $275 | 0.06% |
| DENY HOFMEISTER | 912 LAKEVIEW AVE WASECA, MN 56093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $250 | — | $250 | 0.05% |
| TODD CORROW | 818 3RD AVE SW ST JOSEPH, MN 56374 | CONTINENTAL AMERICAN INSURANCE COMPANY | $248 | — | $248 | 0.05% |
| WENDY RENARD | 20 N LAKE STREET FOREST LAKE, MN 55025 | CONTINENTAL AMERICAN INSURANCE COMPANY | $238 | — | $238 | 0.05% |
| ROS C NELSON | 1403 WIMBLETO N WAY WAUNAKEE, WI 53597 | CONTINENTAL AMERICAN INSURANCE COMPANY | $232 | — | $232 | 0.05% |
| TERRY E ANDERSON Filed as: TERRY ANDERSON | 7477 LO ROAD 21 SW ALEXANDRIA, MN 56308 | CONTINENTAL AMERICAN INSURANCE COMPANY | $217 | — | $217 | 0.04% |
| JEREMY KOOI Filed as: JEREMY KOOL | 304 W PARKVIEW ST COTTAGE GROVE, WI 53527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $192 | — | $192 | 0.04% |
| DANIEL L OJA Filed as: DANIEL OJA | 6015 OAKES AVENUE SUPERIOR, WI 54880 | CONTINENTAL AMERICAN INSURANCE COMPANY | $189 | — | $189 | 0.04% |
| JULIE D DEVINE INC Filed as: JULIE DEVINE | 1105 S 15TH ST CLEAR LAKE, MN 50428 | CONTINENTAL AMERICAN INSURANCE COMPANY | $187 | — | $187 | 0.04% |
| TERREL AND COMPANY | 5900 SARATOGA RD ASBURY, IA 52002 | CONTINENTAL AMERICAN INSURANCE COMPANY | $185 | — | $185 | 0.04% |
| DONNA M GRENWALT Filed as: DONNA GRENWALT | 101 BROOKLYN AVE EDGER, WI 54426 | CONTINENTAL AMERICAN INSURANCE COMPANY | $182 | — | $182 | 0.04% |
| JOHN P THOMPSON Filed as: JOHN PAUL THOMPSON | 6395 S KEWAUNEE WAY AURORA, CO 80016 | CONTINENTAL AMERICAN INSURANCE COMPANY | $181 | — | $181 | 0.04% |
| JEREMY KOOI Filed as: JEREMY KOOL | 3495 HUNTER HOLLOW ROAD DODGEVILLE, WI 53536 | CONTINENTAL AMERICAN INSURANCE COMPANY | $174 | — | $174 | 0.04% |
| JEREMY L TOMLINSON Filed as: JEREMY TOMLINSON | 7825 WASHINGTON AVE S BLOOMINGTON, MN 55439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $170 | — | $170 | 0.03% |
| DARLA HOERMAN | 10530 S 9TH AVE WAUSAU, WI 54401 | CONTINENTAL AMERICAN INSURANCE COMPANY | $170 | — | $170 | 0.03% |
| SHELLY VANYO INVESTMENTS INC Filed as: SHELLY VANO INVESTMENTS | 1421 N BROADWAY MENOMONIE, WI 54751 | CONTINENTAL AMERICAN INSURANCE COMPANY | $169 | — | $169 | 0.03% |
| SCOTT B LEE Filed as: SCOTT LEE | 390 CONCORD DRIVE BROOKFIELD, WI 53005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $169 | — | $169 | 0.03% |
| TRACY NATOLI | 1145 CHENOA LANE SW ORNOCO, MN 55960 | CONTINENTAL AMERICAN INSURANCE COMPANY | $137 | — | $137 | 0.03% |
| KNUTE NELSON | 3920 KIPLING AVE MINNEAPOLIS, MN 55416 | CONTINENTAL AMERICAN INSURANCE COMPANY | $122 | — | $122 | 0.02% |
| TERESA J MCGLYNN Filed as: TERESA MCGLYNN | 135 PLEASANT LANE E EXCELSIOR, MN 55331 | CONTINENTAL AMERICAN INSURANCE COMPANY | $105 | — | $105 | 0.02% |
| MICHAEL BECK | 101 N FARWELL STREET EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $93 | — | $93 | 0.02% |
| TODD MORROW | 10411 CEDAR LAKE RD HOPKINS, MN 55305 | CONTINENTAL AMERICAN INSURANCE COMPANY | $89 | — | $89 | 0.02% |
| LYNN KARL | W10030 PARKSIDE LN ANTIGO, WI 54409 | CONTINENTAL AMERICAN INSURANCE COMPANY | $87 | — | $87 | 0.02% |
| MELISSA MURRAY | 14536 FLORISSANT PATH APPLE VALLEY, MN 55124 | CONTINENTAL AMERICAN INSURANCE COMPANY | $86 | — | $86 | 0.02% |
| PAUL GLOBAL BENEFITS INC Filed as: PAUL DESPIRITO | N 2892 HILL CREST DR HORTONVILLE, WI 54944 | CONTINENTAL AMERICAN INSURANCE COMPANY | $82 | — | $82 | 0.02% |
| JOSEPH HERNANDEZ | 1891 HAYMARKET ROAD WAUKESHA, WI 53189 | CONTINENTAL AMERICAN INSURANCE COMPANY | $75 | — | $75 | 0.02% |
| MICHAEL A PEDERSON Filed as: MICHAEL PEDERSON | 101 N FARWELL STREET EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.01% |
| THE TODD GROUP | 808 E 18TH STREET CEDAR FALLS, IA 50613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.01% |
| GREGORY STENZEL | 6800 STONY HILL ROAD MCKINNEY, TX 75070 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | — | $74 | 0.01% |
| DAVID MESUNAS | E1065 MORNING VIEW LANE WAUPACA, WI 54981 | CONTINENTAL AMERICAN INSURANCE COMPANY | $72 | — | $72 | 0.01% |
| ALEXANDRA LOTHE | 2925 WELSBY AVE STEVENS POINT, WI 54481 | CONTINENTAL AMERICAN INSURANCE COMPANY | $67 | — | $67 | 0.01% |
| MATTHEW R LORENZ | 1021 PROSPECT RD JORDAN, MN 55352 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.01% |
| WESLEY J TODD Filed as: WESLEY TODD | 602 MAIN ST CEDAR FALLS, IA 50613 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.01% |
| MICHELLE RAE MAGUIRE Filed as: MICHELLE RAE MACGUIRE | 17590 ITALY PATH LAKEVILLE, MN 55044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | 0.01% |
| THERESA CELANDER | 85 PONDVIEW DR JORETTO, MN 55357 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.01% |
| MICHEAL ANDERSON | PO BOX 5601 HOPKINS, MN 55439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $41 | — | $41 | 0.01% |
| STEPHANY MEUWISSEN | 14605 34TH AVE N PLYMOUTH, MN 55447 | CONTINENTAL AMERICAN INSURANCE COMPANY | $40 | — | $40 | 0.01% |
| JEFFREY D HOEFNER | 202 VALLEY RIDGE DR SUN PRAIRE, WI 53590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.01% |
| JASON MELIN | 19000 NOKAY LAKE RD DEERWOOD, MN 56444 | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | — | $33 | 0.01% |
| LORI J THOMPSON Filed as: LORI THOMPSON | 6675 141ST STREET NW RAMSEY, MN 55303 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.01% |
| KACY A GRUENKEMEYER Filed as: KACY GRUENKEMEYER | 11116 AURORA AVE N URBANDALE, IA 53022 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.01% |
| LORI OLSON | 17544 366TH STREET BAGLEY, MN 56621 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| STEVEN R. JOHNSON Filed as: STEVEN JOHNSON | PO BOX 266 FOREST CITY, IA 50436 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25 | — | $25 | 0.01% |
| MELISSA WIDUCKI | 3648 COUNTY ROAD W CRANDON, WI 54520 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.00% |
| LOREN MEYER | 2759 86TH STREET URBANDALE, IA 50332 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| CORY STILP | 8840 INDAHL AVENUE MAHTOMEDI, MN 55115 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| RICKEY PINGEL | E8645 SWAMP ROAD CLINTONVILLE, WI 54929 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| CHRISOPHER ZELLNER | 4001 FELLAND ROAD MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| CHRISOPHER ZELLNER | 4001 FELLAND ROAD MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| ADAM THOMAS GARDNER Filed as: ADAM ZELLNER | 101 N FARWELL STREET EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| CHRSITINE LOGLSETT | 300 N CORPORATE DRIVE BROOKFIELD, WI 53045 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| MICHAEL D EVANS JR Filed as: MICHAEL EVANS | 113 5TH STREET SE WATERTOWN, SD 57201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| CASEY J HIGGINS Filed as: CASEY HIGGINS | 3083 LYMANS RUN SUN PRAIRE, WI 53590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| SCOTT R FRITCHER Filed as: SCOTT FRITCHER | 9655 NW 75TH PL GRIMES, IA 50111 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| DANE STOIBER | 300 N CORPORATE DRIVE BROOKFIELD, WI 53045 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BRADY WEISENBERGER | 2102 26 COURT S FARGO, ND 58103 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| JENN M KNIPPEL Filed as: JENN KNIPPEL | N3571P RED PINE ROAD MEDFORD, WI 54451 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| BERNARD BRAZEAU | 11116 AURORA AVE N URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| HEATHER D SWANSON Filed as: HEATHER SWANSON | 825 SPRUCE STREET WAUKEE, IA 50263 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| BRAD P LUFKIN Filed as: BRAD LUFKIN | 2570 106TH ST URBANDALE, IA 50322 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| AUSTIN J PETERSON Filed as: AUSTIN PETERSON | 1116 AURORA AVE URBANDALE, IA 50332 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SHANNON MCGAVER | PO BOX 154 ELK RIVER, MN 55330 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| KNUTE NELSON | 3920 KIPLING AVE MINNEAPOLIS, MN 55416 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JOLYNEE MACK | 113 5TH STREET SE WATERTOWN, SD 57201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JASON SCZEPANIAK | 1161 HERITAGE COURT SUN PRAIRE, WI 53590 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MICHEAL ANDERSON Filed as: MICHEAL YURCYZK | 5810 W 78TH STREET BLOOMINGTON, MN 55439 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
No Schedule C service providers reported on this filing.
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 | 2,620 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,620 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,818 | $495K |
| Dental | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,818 | $495K |
| Life insurance | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,818 | $495K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,818 | $495K |
| Prescription drug | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,818 | $495K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,818 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.