Plan Ledger DOL Form 5500 · updated monthly

Capps Llc/Rausch, Sturm, Israel, Enerson & Hornik LLPbenefits

Capps Llc/Rausch, Sturm, Israel, Enerson & Hornik LLP Welfare Benefit Plan · BROOKFIELD, WI · plan year 2023

Broker compensation reported · 2023
$68,319

Capps Llc/Rausch, Sturm, Israel, Enerson & Hornik LLP's benefits plans covered 413 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $420,781. Insurance brokers and agents were paid $68,319 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 16.2% of premiums. That is $165 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 202319
DELTA DENTAL OF WISCONSIN · dental$158K · 241 covered
DELTA DENTAL OF WISCONSIN · dental$136K · 187 covered
DELTA DENTAL OF WISCONSIN · dental$128K · 142 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health visionpremiums n/a · 202 covered
UNUM LIFE INSURANACE COMPANY OF AMERICA · life ltdpremiums n/a · 361 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 235 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 246 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 165 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 80 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 225 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 265 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 37 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 189 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 204 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 98 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 172 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 59 covered
QBE INSURANCE CORPORATION · stop-losspremiums n/a · 155 covered
Brokers & agents paid · 202310
ASSOCIATED FINANCIAL GROUP LLC DBA$16,796 · incl $16,796 fees
DELTA DENTAL OF WISCONSIN$7,357
ASSOCIATED BENEFITS & RISK CON$6,780
UMR, INC.$5,186 · incl $5,186 fees
ASSOCIATED FINANCIAL GROUP LLC$15,067 · incl $1,474 fees
USI INSURANCE SERVICES LLC$9,315 · incl $117 fees
DIVERSIFIED INSURANCE SOLUTIONS INC$7,588 · incl $700 fees
THE HAYS BENEIFTS GROUP OF WI$44
Individual agent · names withheld$165

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 391271964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.