| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | — | $22K | 2.04% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53725 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $381 | — | $381 | 5.04% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 KIMBERLY, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $820 | — | $820 | 12.71% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE - STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $45 | $45 | 0.70% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 MADISON, WI 53725 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $921 | — | $921 | 14.99% |
| NATIONAL BENEFIT CENTER3 | 3700 PARK E DRIVE- STE 350 BEACHWOOD, OH 44122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $49 | $49 | 0.80% |
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 | 109 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 133 | $1.1M |
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 133 | $1.1M |
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | 110 | $8K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 109 | $13K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 109 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 133 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.