Form 5500 · Employee benefit plan · MADISON, WI
NORDIC CONSULTING PARTNERS, INC.
The filing calls this plan NORDIC CONSULTING PARTNERS GROUP HEALTH AND WELFARE PLAN.
NORDIC CONSULTING PARTNERS, INC. of MADISON, WI spreads its employee benefits across 7 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1633363 · plan 505 · plan year 2024, filed Oct 10, 2025
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1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with RELIASTAR LIFE INSURANCE COMPANY, covers 1,819 people.
Reported premium across the insured contracts is $8,063,412, with $126,640 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including RELIASTAR LIFE INSURANCE COMPANY, QUARTZ HEALTH BENEFIT PLANS CORPORATION, SUN LIFE ASSURANCE COMPANY OF CANADA and DELTA DENTAL OF OHIO. RELIASTAR LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 3,087 | Jan 1, 2025 | $1,702,149 | $57,814 |
| DELTA DENTAL OF OHIO | Dental | 4,931 | Jan 1, 2025 | $1,550,221 | $28,555 |
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 287 | Jan 1, 2025 | $1,717,202 | $26,211 |
| EYEMED VISION CARE | Vision | 2,153 | Jan 1, 2025 | $281,208 | $14,060 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 1,819 | Jan 1, 2025 | $2,764,256 | $0 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Disability | 41 | Jan 1, 2025 | $27,404 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 2 | Jan 1, 2025 | $17,297 | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 0 | Jan 1, 2025 | $3,675 | $0 |
Premium and claims on this contract
DELTA DENTAL OF OHIO, contract 0010864. For the contract year on this filing, the carrier reported $1,550,221 in premium earned and $1,729,623 in claims incurred. Dividing one by the other gives 112%.
- DELTA DENTAL OF OHIO, contract 0010864 reported $151,302 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
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