| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WISCONSIN | $10K | — | $10K | 9.07% |
| HAUSMANN GROUP INC3 | 740 REGENT ST - STE 400 MADISON, WI 53715 | SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | — | $13K | 13.12% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP, INC. | 740 REGENT STREET - 4TH FLOOR MADISON, WI 53715 | ANTHEM LIFE INSURANCE COMPANY | $6K | — | $6K | 15.85% |
| HAUSMANN GROUP INC3 | PO BOX 259408 MADISON, WI 53715 | WYSSTA INSURANCE COMPANY INC | $2K | — | $2K | 8.04% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN-JOHNSON INSURANCE | 700 REGENT STREET MADISON, WI 53715 | DELTA DENTAL OF SOUTH DAKOTA | $636 | — | $636 | 4.37% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | PO BOX 259408 MADISON, WI 53715 | DELTA DENTAL OF WI | $1K | — | $1K | 9.68% |
| HAUSMANN GROUP INC3 Filed as: HAUSMANN GROUP | 740 REGENT ST - STE 400 MADISON, WI 53715 | SUN LIFE ASSURANCE COMPANY OF CANADA | $236 | — | $236 | 8.36% |
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 | 586 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 588 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF WISCONSIN | 172 | $140K |
| Vision | WYSSTA INSURANCE COMPANY INC | 190 | $26K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 638 | $39K |
| Short-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 84 | $101K |
| Long-term disability(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 84 | $101K |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 977 | $160K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 977 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.