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Sponsor portfolioWelfare / HealthEIN 20-8292304

CHERRY TREE DENTAL LLC

#392 · MADISON, WI 53713
6088173250
Plans filed
1
Years active
2019–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
252
No prior year
Total participants
215
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CHERRY TREE DENTAL EMPLOYEE BENEFIT PLAN
Fully insured252 covered·2 carriers
Primary: BLUE CROSS & BLUE SHIELD OF WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M30.0%
Vision$1.2M30.0%
Prescription drug$1.2M30.0%
Life$99K2.5%
Short-term disability$99K2.5%
Long-term disability$99K2.5%
Other$99K2.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 390138065
HRxV
$1.2M92.3%11212
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$99K7.7%11252

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYUNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS & BLUE SHIELD OF WISCONSIN$43K$3K$46K100.0%1

History & trajectory

6 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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