| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 2120 PEWAUKEE RD, STE 202 WAUKESHA, WI 53188 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $25K | — | $25K | 1.36% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT STREET, 4TH FLOOR MADISON, WI 53715 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $3K | — | $3K | 0.15% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS SERVICES, INC | PO BOX 2158 RIVERSIDE, CA 92516 | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | — | $420 | $420 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL - WAUKESHA | 2120 PEWAUKEE RD-STE 202 WAUKESHA, WI 53188 | DELTA DENTAL OF WISCONSIN | $6K | — | $6K | 6.98% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $2K | — | $2K | 2.67% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 6.47% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.64% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $953 | — | $953 | 3.90% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOC, LLC | 1933 STATE ROUTE 35- STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $906 | $906 | 3.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 6.25% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $837 | — | $837 | 4.72% |
| HAUSMANN GROUP INC3 | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $716 | — | $716 | 4.04% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES, LLC | 1933 STATE ROUTE 35- STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $648 | $648 | 3.65% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $975 | — | $975 | 6.26% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $733 | — | $733 | 4.71% |
| HAUSMAN GROUP INC.3 | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $626 | — | $626 | 4.02% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOC, LLC | 1933 STATE ROUTE 35, SUITE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $569 | $569 | 3.66% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $994 | — | $994 | 6.66% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $655 | — | $655 | 4.39% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $588 | — | $588 | 3.94% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES, LLC | 1933 STATE ROUTE 35, STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $550 | $550 | 3.69% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL - WAUKESHA | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | WYSSTA INSURANCE COMPANY, INC. | $600 | — | $600 | 6.00% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY, INC. | $219 | — | $219 | 2.19% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $529 | — | $529 | 8.32% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $410 | — | $410 | 6.45% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $332 | — | $332 | 5.22% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOC, LLC | 1933 STATE ROUTE 35 - STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $235 | $235 | 3.70% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 2120 PEWAUKEE RD - STE 202 WAUKESHA, WI 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $520 | — | $520 | 8.56% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $384 | — | $384 | 6.32% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP INC. | 740 REGENT ST - STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $311 | — | $311 | 5.12% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES, LLC | 1933 STATE ROUTE 35-STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $226 | $226 | 3.72% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 2120 PEWAUKEE RD - STE 202 WAUKESHA, NJ 53188 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $362 | — | $362 | 8.12% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD. | 15162 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $298 | — | $298 | 6.68% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | 740 REGENT STREET-STE 400 MADISON, WI 53715 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $231 | — | $231 | 5.18% |
| JAMES R NELLIGAN & ASSOCIATES LLC3 Filed as: JAMES R NELLIGAN & ASSOCIATES, LLC | 1933 STATE ROUTE 35-STE 368 WALL TOWNSHIP, NJ 07719 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $165 | $165 | 3.70% |
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 | 156 | 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) | 157 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | 210 | $1.8M |
| Dental | DELTA DENTAL OF WISCONSIN | 113 | $84K |
| Vision | WYSSTA INSURANCE COMPANY, INC. | 99 | $10K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $30K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 51 | $24K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $18K |
| Other(5 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 210 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.