PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AESSE INVESTMENTS LTD

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 34-1828144

AESSE INVESTMENTS LTD

200 CROCKER AVE · SHEBOYGAN, WI 53081
9206943677
Plans filed
1
Years active
2016–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
570
No prior year
Total participants
577
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.8M
AESSE INVESTMENTS, LTD WRAP PLAN
Mixed570 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.4M59.6%
Prescription drug$2.0M22.1%
Other$451K5.0%
Life$400K4.4%
Short-term disability$400K4.4%
Long-term disability$400K4.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HLSTDLTDOth
$3.8M65.0%12570
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRx
$1.4M23.4%11240
BLUE CARE NETWORK OF MICHIGAN
EIN 382359234
HRx
$623K10.7%11133
AFLAC
EIN 570514130
Oth
$51K0.9%113
AETNA LIFE INSURANCE COMPANY
EIN 980211470
$00.0%1135

Broker overview

11 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JEFFERY SCHULTZNEW BERLIN, WIBLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN$56K$0$56K57.4%1
ACRISURE LLCNEW BERLIN, WIUNITEDHEALTHCARE INSURANCE COMPANY, BLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN, CONTINENTAL AMERICAN INSURANCE COMPANY$31K$3K$34K34.8%1
SHANNON A LADINGAPPLETON, WICONTINENTAL AMERICAN INSURANCE COMPANY$7K$0$7K7.0%1
JAMIE R LAUENSTEINKAUKAUNA, WICONTINENTAL AMERICAN INSURANCE COMPANY$385$0$3850.4%1
PAUL GLOBAL BENEFITS INCHORTONVILLE, WICONTINENTAL AMERICAN INSURANCE COMPANY$308$0$3080.3%1
RANDA R ELLWANGERGREEN BAY, WICONTINENTAL AMERICAN INSURANCE COMPANY$63$0$630.1%1
ADAM WICHMANNAPPLETON, WICONTINENTAL AMERICAN INSURANCE COMPANY$22$0$220.0%1
CARRI POOLNORTH MANKATO, MNCONTINENTAL AMERICAN INSURANCE COMPANY$15$0$150.0%1
ADAM THOMAS GARDNEREAU CLAIRE, WICONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%1
CHRISTINE LOGSLETTBROOKFIELD, WICONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%1
JEREMY KOOIRICHLAND CENTER, WICONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica