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Sponsor portfolioWelfare / HealthEIN 20-3222618

THE WISE COMPANY, LLC

670 INDUSTRIAL ROAD · SAVANNAH, TN 38372
7319257300
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
227
No prior year
Total participants
199
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
WISE COMPANY LLC LIFE AND HEALTH PLAN
Fully insured227 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$927K41.1%
Prescription drug$927K41.1%
Other$132K5.8%
Life$74K3.3%
Short-term disability$74K3.3%
Long-term disability$74K3.3%
Dental$48K2.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$927K83.7%11227
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$74K6.7%11199
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
Oth
$58K5.2%1154
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$48K4.4%11172
AMERITAS LIFE INSURANCE CORP.
EIN 122345678
$00.0%11199

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SEATTLE, WATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE, RELIANCE STANDARD LIFE INSURANCE COMPANY$23K$50K$73K60.1%1
BRANDON PENKOROSHARON, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$27K$6K$33K27.2%1
TOTALIS BENEFITSKNOXVILLE, TNRELIANCE STANDARD LIFE INSURANCE COMPANY$15K$0$15K12.0%1
USI INSURANCE SERVICES LLCMEMPHIS, TNRELIANCE STANDARD LIFE INSURANCE COMPANY$972$0$9720.8%1

History & trajectory

10 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
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