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Sponsor portfolioWelfare / HealthEIN 01-0858492
KETTLE MORAINE HEATING & AIR CONDITIONING, LLC
W325 S1767 MICKLE RD · DELAFIELD, WI 53018
2623929400
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
498
No prior year
Total participants
305
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$1.4M
KETTLE MORAINE HEATING & AIR CONDITIONING, LLC HEALTH PLAN
Fully insured314 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #504$23K
KETTLE MORAINE HEATING & AIR CONDITIONING, LLC LIFE AND ACCIDENTAL DEATH PLAN
Fully insured184 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.4M | 96.9% | |
| Life | $23K | 1.6% | |
| Other | $23K | 1.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.4M | 98.4% | 1 | 1 | 314 |
EIN 470322111 | LOth | $23K | 1.6% | 1 | 1 | 184 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VIZANCE, INC. | HARTLAND, WI | UNITED HEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $42K | $51K | 86.9% | 2 |
| ALLIANT INSURANCE SERVICES, INC. | HARTLAND, WI | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $8K | $8K | 13.1% | 1 |
History & trajectory
3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan