| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL | 111 N. WASHINGTON, STE 300 GREEN BAY, WI 54305 | PREVEA360 HEALTH PLAN | $16K | — | $16K | 3.63% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 5.17% |
| WISCONSIN ASSOC OF INDEP COLLEGES3 Filed as: WISCONSIN AUTOMOBILE DEALERS ASSN. | 150 E GILMAN ST #A MADISON, WI 53703 | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $2K | $2K | 3.47% |
| WATDA SERVICES INC3 | 150 E GILMAN ST #A MADISON, WI 53703 | AMERICAN FIDELITY ASSURANCE COMPANY | $753 | — | $753 | 1.25% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 9.76% |
| WISCONSIN ASSOC OF INDEP COLLEGES3 Filed as: WISCONSIN AUTOMOBILE DEALERS ASSN. | 150 E GILMAN ST #A MADISON, WI 53703 | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $860 | $860 | 3.85% |
| WATDA SERVICES INC3 | 150 E GILMAN ST #A MADISON, WI 53703 | AMERICAN FIDELITY ASSURANCE COMPANY | $280 | — | $280 | 1.25% |
| AON CONSULTING INC3 Filed as: AON RISK SOLUTIONS | P.O. BOX 955909 ST. LOUIS, MO 63195 | CARE-PLUS DENTAL PLANS, INC | $1K | — | $1K | 8.00% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SVCS WEST INC | 10461 MILL RUN CIRCLE OWINGS MILLS, MD 21117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $721 | — | $721 | 5.00% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $249 | $249 | 1.73% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SVCS WEST INC | 10461 MILL RUN CIRCLE OWINGS MILLS, MD 21117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $461 | — | $461 | 13.63% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $62 | $62 | 1.83% |
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 | 222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | PREVEA360 HEALTH PLAN | 213 | $533K |
| Dental(2 contracts, 2 carriers) | CARE-PLUS DENTAL PLANS, INC | 86 | $29K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 101 | $3K |
| Short-term disability(2 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 117 | $82K |
| Long-term disability(2 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 117 | $82K |
| Other(3 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY | 117 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 213 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.