| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 122 E. COLLEGE AVE UNIT 201 APPLETON, WI 54911 | AXIS INSURANCE COMPANY | $55K | — | $55K | 3.58% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | KAISER FOUNDATION HEALTH PLAN INC | $30K | — | $30K | 3.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | SUN LIFE ASSURANCE COMPANY OF CANADA | $94K | — | $94K | 9.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $11K | $11K | 1.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | KAISER FOUNDATION HEALTH PLAN INC | $22K | — | $22K | 2.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 93033 NETWORK PL CHICAGO, IL 60673 | VISION SERVICE PLAN | $25K | — | $25K | 5.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 NETWORK PL CHICAGO, IL 60673 | VISION SERVICE PLAN | $19K | — | $19K | 3.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $56K | $569 | $56K | 18.78% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IA 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $45K | $31 | $45K | 15.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST STE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 0.84% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $47K | $31 | $47K | 18.65% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $251 | $19K | 7.81% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.81% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $43K | $477 | $44K | 18.35% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DRIVE SUITE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $40K | $31 | $40K | 16.84% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.87% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | METLIFE LEGAL PLANS | $2K | — | $2K | 1.88% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC. | 400 N EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | METLIFE LEGAL PLANS | $2K | — | $2K | 1.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 93033 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | — | $1K | $1K | 1.05% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $8K | — | $8K | 7.42% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | 400 N EXECUTIVE DR SUITE 300 BROOKFIELD, WI 53005 | TRANSAMERICA LIFE INSURANCE COMPANY | $6K | — | $6K | 5.79% |
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 | 4,190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 210 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,418 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AXIS INSURANCE COMPANY | 1,497 | $3.4M |
| Dental | AXIS INSURANCE COMPANY | 1,497 | $1.5M |
| Vision(2 contracts) | VISION SERVICE PLAN | 3,800 | $470K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,952 | $982K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,952 | $982K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,952 | $982K |
| Prescription drug | AXIS INSURANCE COMPANY | 1,497 | $1.5M |
| Other(5 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,952 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,800 | — |
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.