| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $66K | — | $66K | 1.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | BLUE CROSS BLUE SHIELD OF WISCONSIN | $24K | — | $24K | 0.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $39K | $31 | $39K | 11.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN INC | 93033 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $870 | $10K | 3.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST SUITE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 1.12% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN INC | 93033 131 S DEARBORN 6 FL CHICAGO, IL 60603 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $5K | — | $5K | 2.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 131 S DEARBORN 6 FL CHICAGO, IL 60603 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $4K | — | $4K | 1.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | DELTA DENTAL OF WISCONSIN | $19K | — | $19K | 10.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | DELTA DENTAL OF WISCONSIN | $13K | — | $13K | 10.76% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $31 | $17K | 26.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST SUITE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 1.62% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 93033 NETWORK PLACE CHICAGO, IL 60673 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $802 | $84 | $886 | 10.63% |
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 | 722 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 740 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF WISCONSIN | 458 | $4.6M |
| Dental(2 contracts) | DELTA DENTAL OF WISCONSIN | 321 | $301K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 634 | $238K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,236 | $328K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,236 | $328K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,236 | $328K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF WISCONSIN | 458 | $4.6M |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,236 | $401K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,236 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.