| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | PO BOX 259408 MADISON, WI 53725 | PREVEA360 HEALTH PLAN | $13K | — | $13K | 0.60% |
| SCHUYLER FILE-HAUSMANN GROUP INC.3 | PO BOX 259408 MADISON, WI 53725 | DEAN HEALTH PLAN INC. | $6K | — | $6K | 0.89% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | — | $10K | 9.20% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 5.80% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 8.59% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET-STE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 6.41% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62817 VIRGINIA BEACH, VA 23466 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $2K | — | $2K | 2.65% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | PO BOX 259408 MADISON, WI 53725 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $990 | — | $990 | 1.08% |
| ASSOCIATED BEN. AND RISK CONSULTING3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $458 | — | $458 | 0.50% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | — | $7K | 9.46% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 5.54% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 8.70% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 6.30% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, INC. | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 8.89% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - SUITE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 6.11% |
| USI INSURANCE SERVICES LLC3 | 711 EISENHOWER DRIVE KIMBERLY, WI 54136 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 8.75% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 6.24% |
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 | 618 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 624 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PREVEA360 HEALTH PLAN | 437 | $2.9M |
| Vision | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | 1,162 | $92K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 545 | $74K |
| Short-term disability(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 545 | $114K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 182 | $105K |
| Prescription drug(2 contracts, 2 carriers) | PREVEA360 HEALTH PLAN | 437 | $2.9M |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 545 | $132K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,162 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.