PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FOX VALLEY SURGICAL ASSOCIATES, 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 36-1141203

FOX VALLEY SURGICAL ASSOCIATES, LTD

2000 E. MILESTONE DR. · APPLETON, WI 54913
8005743872
Plans filed
1
Years active
2025–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$265K
No prior year
Persons covered
111
No prior year
Total participants
113
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$265K
FOX VALLEY SURGICAL ASSOCIATES, LTD HEALTH & WELFARE PLAN
Mixed111 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$174K24.7%
Life$146K20.8%
Short-term disability$146K20.8%
Long-term disability$146K20.8%
Dental$79K11.3%
Vision$13K1.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$174K65.4%12111
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$79K29.8%1177
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$13K4.8%1168

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WISCONSIN MEDICAL SOCIETY INSMADISON, WIWYSSTA INSURANCE COMPANY INC, DELTA DENTAL OF WISCONSIN$9K$0$9K26.2%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYSUN LIFE ASSURANCE COMPANY OF CANADA$6K$1K$7K22.0%1
AVERGENT LLCGREEN BAY, WISUN LIFE ASSURANCE COMPANY OF CANADA$7K$0$7K21.1%1
REVOLUTION BENEFITS GROUP LLCGRANTS PASS, ORSUN LIFE ASSURANCE COMPANY OF CANADA$5K$0$5K16.4%1
RSC INSURANCE BROKERAGE INCBOSTON, MASUN LIFE ASSURANCE COMPANY OF CANADA$2K$387$3K8.6%1
REVOLUTIONS BENEFITS GROUP LLCGRANTS PASS, ORSUN LIFE ASSURANCE COMPANY OF CANADA$2K$0$2K6.7%1
MGISSALT LAKE CITY, UTSUN LIFE ASSURANCE COMPANY OF CANADA$0$180$1800.5%1
JOHNSON INSURANCE SERVICES LLCMOUNT PLEASANT, WISUN LIFE ASSURANCE COMPANY OF CANADA-$504$0-$504-1.5%1

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