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Sponsor portfolioWelfare / HealthEIN 36-3873352
WINTRUST FINANCIAL CORPORATION
9700 W. HIGGINS ROAD · ROSEMONT, IL 60018
8479399537
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
5,526
No prior year
Total participants
5,583
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $2.1M | 51.9% | |
| Other | $1.3M | 32.6% | |
| Long-term disability | $639K | 15.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $3.0M | 72.0% | 1 | 3 | 5,526 |
EIN 341650967 | Oth | $1.2M | 28.0% | 1 | 4 | 1,415 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SCHAUMBURG, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $542K | $29K | $570K | 100.0% | 1 |
History & trajectory
11 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