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Sponsor portfolioWelfare / HealthEIN 27-4563392
OAKLEAF CLINICS, INC.
2403 FOLSOM STREET · EAU CLAIRE, WI 54703
7158956969
- Plans filed
- 5
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$452K
No prior year
Persons covered
390
No prior year
Total participants
390
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #505$452K
OAKLEAF CLINICS, INC. WRAP PLAN
Mixed390 covered·2 carriers
Primary: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #502$225K
OAKLEAF CLINICS, INC. LIFE & DISABILITY PLAN
Fully insured226 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$154K
OAKLEAF CLINICS, INC. DENTAL PLAN
Fully insured152 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #504$15K
OAKLEAF CLINICS, INC. VISION PLAN
Fully insured126 covered·1 carrier
Primary: WYSSTA INSURANCE COMPANY INC.
Plan #501$0
THE OAKLEAF CLINICS, SC HEALTH AND WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $428K | 24.7% | |
| Short-term disability | $428K | 24.7% | |
| Long-term disability | $428K | 24.7% | |
| Other | $428K | 24.7% | |
| Vision | $24K | 1.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | LSTDLTDOth | $428K | 94.7% | 1 | 1 | 390 |
EIN 203212328 | V | $24K | 5.3% | 1 | 1 | 240 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | DEERFIELD, IL | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $36K | $36K | 55.4% | 1 |
| J A COUNTER AND ASSOCIATES INC | NEW RICHMOND, WI | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, WYSSTA INSURANCE COMPANY INC | $22K | $0 | $22K | 34.8% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 9.8% | 1 |
History & trajectory
9 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