| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KARA SUE STADEL3 Filed as: KARA STADEL | 7537 N BOWDEN RD SCALES MOUND, IL 61075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | — |
| HOLLY A MARITA3 | 7171 3RD AVE KENOSHA, WI 53142 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | — |
| JEFFREY A GENTZ Filed as: JEFFREY GENTZ | 8918 S 19TH CT KENOSHA, WI 53143 | CONTINENTAL AMERICAN INSURANCE COMPANY | $553 | — | $553 | — |
| ALICE J KIEREN3 Filed as: ALICE KIEREN | 10202 N LA CRESTA DR MEQUON, WI 53092 | CONTINENTAL AMERICAN INSURANCE COMPANY | $403 | — | $403 | — |
| JASON SCZEPANIAK3 | 4001 FELLAND ROAD, STE 106 MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $271 | — | $271 | — |
| MARK D ECKEL3 | 2408 55TH AVE KENOSHA, WI 53144 | CONTINENTAL AMERICAN INSURANCE COMPANY | $230 | — | $230 | — |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR, STE 300 BROOKFIELD, WI 53045 | CONTINENTAL AMERICAN INSURANCE COMPANY | $207 | — | $207 | — |
| KARRIE L STERKEN3 Filed as: KARRIE STERKEN | 55 S PARK ST ZEELAND, MI 49464 | CONTINENTAL AMERICAN INSURANCE COMPANY | $129 | — | $129 | — |
| JEREMY KOOI3 | 304 W PARKVIEW ST COTTAGE GROVE, WI 53527 | CONTINENTAL AMERICAN INSURANCE COMPANY | $51 | — | $51 | — |
| CHRIS ZELLNER3 | 4001 FELLAND RD STE 106 MADISON, WI 53718 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | — |
| COLLEEN N DEVANEY3 Filed as: COLLEEN DEVANEY | PO BOX 575 KANSASVILLE, WI 53139 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | — |
| CHRISTOPHER P DOOLEY3 Filed as: CHRISTOPHER DOOLEY | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | — |
| JOSEPH J HERNANDEZ3 | 175 N PATRICK BLVE, STE 170 BROOKFIELD, WI 53045 | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | — | $20 | — |
| SCOTT B LEE3 Filed as: SCOTT LEE | 390 CONCORD DRIVE BROOKFIELD, WI 53005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | — |
| ADAM THOMAS GARDNER3 Filed as: ADAM GARDNER | 101 N FARWELL ST STE 203 EAU CLAIRE, WI 54703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | — |
| ROSS C NELSON3 Filed as: ROSS NELSON | 1403 WIMBLETON WAY WAUNAKEE, WI 53597 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | — |
| RYAN S SHADEL3 | 4235 MARSH LANDING BLVD, APT 425 JACKSONVILLE BEACH, FL 32250 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | — |
| KARLA D MONTICELLI3 | 6403 92ND AVENUE KENOSHA, WI 53142 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | — |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 111 N WASHINGTON ST SUITE 300 GREEN BAY, WI 54301 | THE EPIC LIFE INSURANCE COMPANY | $2K | — | $2K | — |
| JAMES R MUELLER3 Filed as: JAMES R WISNIEWSKI | W301 S1550 BRANDY BROOK RD WAUKESHA, WI 53188 | THE EPIC LIFE INSURANCE COMPANY | $8 | — | $8 | — |
| MARK D ECKEL3 | 2406 55TH AVENUE KENOSHA, WI 53144 | AFLAC | $77 | $21 | $98 | — |
| ALICE J KIEREN3 | 10202 N LACRESTA DR MEQUON, WI 53092 | AFLAC | $96 | — | $96 | — |
| HOLLY A MARITA3 | 4623 HARDING RD KENOSHA, WI 53142 | AFLAC | $79 | $11 | $90 | — |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR STE 300 BROOKFIELD, WI 53045 | AFLAC | $54 | — | $54 | — |
| KARA SUE STADEL3 | 7537 N BOWDEN RD SCALES MOUND, IL 61075 | AFLAC | $33 | $5 | $38 | — |
| COLLEEN N DEVANEY | PO BOX 575 KANSASVILLE, WI 53139 | AFLAC | $19 | $18 | $37 | — |
| JASON SCZEPANIAK3 | 4001 FELLAND ROAD, STE 106 MADISON, WI 53718 | AFLAC | $18 | $9 | $27 | — |
| COLLEEN N DEVANEY3 | 112 BAKER CREEK DR SOLDIERS GROVE, WI 54655 | AFLAC | $22 | — | $22 | — |
| KENNETH J HOFFMAN3 | N65 W13544 COBBLESTONE CT MENOMONEE FALLS, WI 53051 | AFLAC | $18 | — | $18 | — |
| JOSEPH J HERNANDEZ3 | 3741 KAULKNER DR APT 202 LINCOLN, NE 68516 | AFLAC | $14 | — | $14 | — |
| GLEN T SCHWEIKERT3 | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $8 | — | $8 | — |
| KARA SUE STADEL3 | 7537 N BOWDEN RD SCALES MOUND, IL 61075 | AFLAC | $946 | $17 | $963 | — |
| ALICE J KIEREN3 | 10202 N LACRESTA DR MEQUON, WI 53092 | AFLAC | $458 | — | $458 | — |
| HOLLY A MARITA3 | 3623 HARDING RD KENOSHA, WI 53142 | AFLAC | $358 | $9 | $367 | — |
| CHRISTINE LOGSLETT3 | 300 N CORPORATE DR STE 300 BROOKFIELD, WI 53045 | AFLAC | $244 | — | $244 | — |
| JEFFREY A GENTZ3 | 8918 29TH CT KENOSHA, WI 53143 | AFLAC | $116 | — | $116 | — |
| WEN-TYAN V SOO3 | 1948 E TROWBRIDGE ST MILWAUKEE, WI 53207 | AFLAC | $113 | — | $113 | — |
| JASON SCZEPANIAK3 | 4901 FELLAND ROAD STE 106 MADISON, WI 53718 | AFLAC | $90 | $7 | $97 | — |
| MARK D ECKEL3 | 2406 55TH AVE KENOSHA, WI 53144 | AFLAC | $72 | $5 | $77 | — |
| AMANDA FREDERICK3 | 3409 29TH ST KENOSHA, WI 53144 | AFLAC | $51 | — | $51 | — |
| KENNETH J HOFFMAN3 Filed as: KENNETH HOFFMAN | N65 W132544 COBBLESTONE CT MENOMONEE FALLS, WI 53051 | AFLAC | $46 | — | $46 | — |
| GLEN T SCHWEIKERT3 Filed as: GLEN SCHWEIKERT | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $19 | — | $19 | — |
| JOSPEH J HERNANDEZ3 | 3741 FAULKNER DR APT 202 LINCOLN, NE 68516 | AFLAC | $16 | — | $16 | — |
| CASEY J HIGGINS3 | 2484 LEOPOLD WAY SUN PRAIRIE, WI 53590 | AFLAC | $10 | — | $10 | — |
| KATHLEEN F REEVES3 | 4418 W MEQUON RD MEQUON, WI 53092 | AFLAC | $10 | — | $10 | — |
| AMBER PIPP INC3 Filed as: AMBER PITT INC | 625 WESTFILED WAY UNIT C PEWAUKEE, WI 53072 | AFLAC | $9 | — | $9 | — |
| COLLEEN N DEVANEY3 | PO BOX 575 KANSASVILLE, WI 53139 | AFLAC | $4 | $4 | $8 | — |
| JEREMY KOOI3 | 621 ORCHARD RIDGE RD SUITE 106 DODGEVILLE, WI 53533 | AFLAC | $6 | — | $6 | — |
| BRIAN D BARK3 | W5380 COUNTY ROAD CS POYNETTE, WI 53955 | AFLAC | $6 | — | $6 | — |
| ELIZABETH A LENZO3 | 1949 S EUCLID AVE SAN MARINO, CA 91108 | AFLAC | $6 | — | $6 | — |
| SCOTT B LEE3 | 300 N CORPORATE DE SUITE 300 BROOKFIELD, WI 53046 | AFLAC | $5 | — | $5 | — |
| COLLEEN N DEVANEY3 | 112 BAKER CREEK DR SOLDIERS GROVE, WI 54655 | AFLAC | $5 | — | $5 | — |
| BRIAN D BARK3 | 4409 KENNETH RD MADISON, WI 53704 | AFLAC | $3 | — | $3 | — |
| CHRIS ZELLNER3 | 4001 FELLAND RD STE 106 MADISON, WI 53718 | AFLAC | — | — | $0 | — |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 75 REMITTANCE DR STE 1446 CHICAGO, IL 60675 | DELTA DENTAL OF WISCONSIN | $7K | — | $7K | — |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 75 REMITTANCE DR STE 1446 CHICAGO, IL 60675 | WYSTTA INSURANCE COMPANY INC | $741 | — | $741 | — |
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 | 334 | 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) | 334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 174 | $0 |
| Dental | DELTA DENTAL OF WISCONSIN | 98 | $0 |
| Vision | WYSTTA INSURANCE COMPANY INC | 73 | $0 |
| Short-term disability | THE EPIC LIFE INSURANCE COMPANY | 128 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 174 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.