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Sponsor portfolioWelfare / HealthEIN 37-1784097

FRITZ WINTER NORTH AMERICA LP

1 FRITZ WINTER DRIVE · FRANKLIN, KY 42134
2708134000
Plans filed
5
Years active
2019–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
382
No prior year
Total participants
232
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$2.9M
FRITZ WINTER NORTH AMERICA MEDICAL PLAN
Fully insured382 covered·5 carriers
Primary: ANTHEM HEALTH PLANS OF KY, INC.
Plan #504$138K
FRITZ WINTER NORTH AMERICA ANCILLARY PLAN
Fully insured232 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$110K
FRITZ WINTER NORTH AMERICA DENTAL PLAN
Fully insured424 covered·1 carrier
Primary: HEALTH RESOURCES, INC
Plan #505$81K
AFLAC CANCER AND ACCIDENT
Mixed130 covered·1 carrier
Primary: AFLAC
Plan #503$33K
FRITZ WINTER NORTH AMERICA VISION PLAN
Fully insured402 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M40.5%
Prescription drug$2.5M40.5%
Other$411K6.8%
Life$220K3.6%
Short-term disability$220K3.6%
Long-term disability$220K3.6%
Vision$42K0.7%
Dental$40K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 611237516
HRx
$2.5M83.3%11382
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$220K7.5%11228
AFLAC
EIN 822723296
Oth
$191K6.5%11164
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$42K1.4%11354
HEALTH RESOURCES, INC.
EIN 351682400
D
$40K1.4%11134

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOUCHENS INSURANCE GROUP INCFT. MITCHELL, KYFIDELITY SECURITY LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, AFLAC, ANTHEM HEALTH PLANS OF KY, INC., HEALTH RESOURCES INC$128K$13K$140K79.4%1
PAMELA SATTERLYFRANKLIN, KYAFLAC$15K$2K$17K9.4%1
JENNIFER KELLEROWENSBORO, KYAFLAC$7K$234$7K3.9%1
PAMELA ROWSEY LARSONCOLD SPRING, KYAFLAC$5K$874$6K3.2%1
PHILLIP D BLAKEMANELIZABETHTOWN, KYAFLAC$3K$8$3K1.6%1
HEATHER TRAVISCAVE CITY, KYAFLAC$2K$15$2K1.4%1
KAYLA MORRISOWENSBORO, KYAFLAC$2K$234$2K1.2%1

History & trajectory

7 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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