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Sponsor portfolio

VISTA CARE WISCONSIN, INC.

EIN 39-1833091-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$242K premiums
Participants
1,318
708 ERIE AVE SUITE 201 - SHEBOYGAN, WI 53081920-889-4606
Plans on this EIN
2 filings
#001401k-$4.3M - 853 part#501Mixed-$242K - 977 lives

Benefits portfolio analytics

1 plan / $242K premiums / 977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$141K
  • Other$108K
  • Short-term disability$77K
  • Long-term disability$77K
  • Life$58K
  • Vision$57K
Total $242K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • SUN LIFE ASSURANCE COMPANY OF CANADA32%
  • ANTHEM LIFE INSURANCE COMPANY11%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • EMPATHIA, INC.2%
Total $242K5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HAUSMANN GROUP INC92%
  • INGENIUM PRIME INC8%
Total $26K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VISTA CARE EMPLOYEES 401(K) PLAN

401k

Assets$4.3M
Participants853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISTA CARE WRAP PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$242K
Covered lives977
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISTA CARE EMPLOYEES 401(K) PLAN401k$4.3M8532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISTA CARE WRAP PLANMixedDELTA DENTAL OF WISCONSIN$242K9772024
Retirement plans
Welfare plans
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