PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Wisconsin Bankers Association Insurance Trust Fund
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wisconsin Bankers Association Insurance Trust Fund

EIN 39-6046865-Latest filing 2025
Plans
2
Retirement
0
Health & Benefits
2
$44.9M premiums
Participants
4,420
P.O. BOX 7697 - MADISON, WI 537077697888-441-0600
Plans on this EIN
2 filings
#501Mixed-$25.4M - 3,025 lives#502Mewa-$19.5M - 1,138 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $44.9M premiums / 4,163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$40.6M
  • Dental$2.9M
  • Other$825K
  • Life$676K
  • Long-term disability$456K
  • Vision$54K
Total $44.9M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#501

WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$25.4M
Covered lives3,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST - ASSOCIATION HEALTH PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$19.5M
Covered lives1,138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUNDMixedUNITEDHEALTHCARE INSURANCE COMPANY$25.4M3,0252025
#502WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST - ASSOCIATION HEALTH PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$19.5M1,1382025
  • WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND$25.4M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20253,025
  • WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST - ASSOCIATION HEALTH PLAN$19.5M
    #502 · Mewa · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,138
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica