| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR, STE 300 BROOKFIELD, WI 53005 | AXIS INSURANCE COMPANY | $155K | — | $155K | 9.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 400 N EXECUTIVE DR STE 300 BROOKFIELD, WI 53005 | SUN LIFE ASSURANCE COMPANY OF CANADA | $142K | — | $142K | 9.30% |
| 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 | — | $16K | $16K | 1.04% |
| 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 | $26K | — | $26K | 2.51% |
| 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 | $23K | — | $23K | 2.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 93033 NETWORK PL CHICAGO, IL 60673 | VISION SERVICE PLAN | $54K | — | $54K | 9.09% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DRIVE STE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $138K | $28 | $138K | 26.55% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST STE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.23% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DR STE 2000 CHICAGO, IL 60606 | METROPOLITAN LIFE INSURANCE COMPANY | $133K | $28 | $133K | 30.35% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST STE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 1.31% |
| 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 | $114K | $28 | $114K | 31.44% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF OHIO INC | 775 YARD ST STE 200 COLUMBUS, OH 43212 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 1.47% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC. | 400 NORTH EXECUTIVE DRIVE STE 300 BROOKFIELD, WI 53005 | METLIFE LEGAL PLANS | $6K | — | $6K | 3.67% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF WISCONSIN, INC. | C/O JP MORGAN CHASE 93033 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | — | $397 | $397 | 0.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 775 YARD ST SUITE 200 COLUMBUS, OH 43212 | METLIFE LEGAL PLANS | — | $28 | $28 | 0.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST | 233 S WACKER DR STE 2000 CHICAGO, IL 60606 | DELTA DENTAL OF KANSAS, INC. | $12K | — | $12K | 8.00% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $5K | — | $5K | 8.41% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 330 WEST COLLEGE AVE, SUITE 201 APPLETON, WI 54911 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | — | $3K | 4.81% |
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 | 10,808 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,848 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AXIS INSURANCE COMPANY | 137 | $3.5M |
| Dental(2 contracts, 2 carriers) | AXIS INSURANCE COMPANY | 509 | $1.7M |
| Vision | VISION SERVICE PLAN | 5,560 | $597K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 8,345 | $1.5M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 8,345 | $1.5M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 8,345 | $1.5M |
| Prescription drug | AXIS INSURANCE COMPANY | 0 | $1.6M |
| Other(5 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 8,345 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,345 | — |
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.