| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 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 | — |
| KARA SUE STADEL3 | 7537 N BOWDEN RD SCALES MOUND, IL 61075 | AFLAC | $549 | $35 | $584 | — |
| ALICE J KIEREN3 | 10202 N LACRESTA DR MEQUON, WI 53092 | AFLAC | $307 | — | $307 | — |
| HOLLY A MARITA3 | 4623 HARDING RD KENOSHA, WI 53142 | AFLAC | $220 | — | $220 | — |
| CHRISTINE LOGSLETT3 | 8318 ANNA AVE WINK LAKE, WI 53185 | AFLAC | $143 | — | $143 | — |
| MICHELLE L NODORFT3 | 1546 COUNTY ROAD B PLATTEVILLE, WI 53818 | AFLAC | $133 | — | $133 | — |
| JEFFREY A GENTZ3 | 8918 29TH CT KENOSHA, WI 53143 | AFLAC | $61 | $7 | $68 | — |
| JASON SCZEPANIAK3 | 1161 HERITAGE CT SUN PRAIRIE, WI 53590 | AFLAC | $55 | — | $55 | — |
| CASEY J HIGGINS3 | 2484 LEOPOLD WAY SUN PRAIRIE, WI 53590 | AFLAC | $45 | — | $45 | — |
| KENNETH J HOFFMAN3 Filed as: KENNETH HOFFMAN | N65 W132544 COBBLESTONE CT MENOMONEE FALLS, WI 53051 | AFLAC | $25 | — | $25 | — |
| LINDA A HUDSON3 | 735 STANLEY AVE PLATTEVILLE, WI 53818 | AFLAC | $22 | — | $22 | — |
| MARK D ECKEL3 | 2406 55TH AVE KENOSHA, WI 53144 | AFLAC | $20 | — | $20 | — |
| KRISTINE PEREZ3 | PO BOX 673 GENOA CITY, WI 53128 | AFLAC | $11 | $2 | $13 | — |
| KATHLEEN F REEVES3 | 4418 W MEQUON RD MEQUON, WI 53092 | AFLAC | $12 | — | $12 | — |
| GLEN T SCHWEIKERT3 Filed as: GLEN SCHWEIKERT | 2211 HIGHLAND SPRINGS PL LOUISVILLE, KY 40245 | AFLAC | $12 | — | $12 | — |
| WEN-TYAN V SOO3 | 1948 E TROWBRIDGE ST MILWAUKEE, WI 53207 | AFLAC | $11 | — | $11 | — |
| ROSS C NELSON3 | 4611 S 96TH ST, STE 100 OMAHA, NE 68127 | AFLAC | $11 | — | $11 | — |
| CHRISTOPHER P DOOLEY3 | 2903 NORTHWINDS DR EAU CLAIRE, WI 54701 | AFLAC | $10 | — | $10 | — |
| DAVID M DIXON | 4422 28TH AVE KENOSHA, WI 53140 | AFLAC | $7 | $2 | $9 | — |
| BRIAN D BARK3 | W5380 COUNTY ROAD CS POYNETTE, WI 53955 | AFLAC | $7 | — | $7 | — |
| JOSEPH J HERNANDEZ3 | 1061 QUINLAN DR, UNIT D PEWAUKEE, WI 53072 | AFLAC | $6 | — | $6 | — |
| ELIZABETH A LENZO | 1840 VIA DEL REY SOUTH PASADENA, CA 91030 | AFLAC | $4 | — | $4 | — |
| JEREMY KOOI3 | 3495 HUNTER HOLLOW RD DODGEVILLE, WI 53533 | AFLAC | $4 | — | $4 | — |
| WILLIAM F MURRAY III3 | 1298 SAINT PATRICK WAY SUN PRAIRIE, WI 53590 | AFLAC | $3 | — | $3 | — |
| CHRISTOPHER J ZELLNER3 | 918 ALDORA LN WAUNAKEE, WI 53597 | AFLAC | $2 | — | $2 | — |
| ELIZABETH A LENZO3 | 11177 JASMINE DR ROSCOE, IL 61073 | AFLAC | $1 | — | $1 | — |
| ADAM THOMAS GARDNER3 | 101 N FARWELL ST, STE 203 EAU CLAIRE, WI 54703 | AFLAC | — | — | $0 | — |
| SHADEL & ASSOCIATES LLC3 Filed as: SHADEL & ASSOCIATES | 4811 BEACH BLVD, STE 107 JACKSONVILLE, FL 32207 | AFLAC | — | — | $0 | — |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 75 REMITTANCE DR STE 1446 CHICAGO, IL 60675 | WYSSTA INSURANCE COMPANY | $487 | — | $487 | — |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC | 75 REMITTANCE DR STE 1446 CHICAGO, IL 60675 | DELTA DENTAL OF WISCONSIN | $5K | — | $5K | — |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 167 | $552K |
| Dental | DELTA DENTAL OF WISCONSIN | 70 | $0 |
| Vision | WYSSTA INSURANCE COMPANY | 52 | $0 |
| Life insurance | THE EPIC LIFE INSURANCE COMPANY | 93 | $0 |
| Short-term disability | THE EPIC LIFE INSURANCE COMPANY | 93 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 167 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.