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Sponsor portfolioWelfare / HealthEIN 39-0148000
BANK FIVE NINE
155 WEST WISCONSIN AVENUE · OCONOMOWOC, WI 53066
2625699900
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$269K
No prior year
Persons covered
472
No prior year
Total participants
369
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $237K | 27.2% | |
| Life | $201K | 23.1% | |
| Short-term disability | $200K | 23.0% | |
| Long-term disability | $200K | 23.0% | |
| Vision | $32K | 3.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | LSTDLTDOth | $200K | 74.5% | 1 | 1 | 326 |
EIN 135581829 | V | $32K | 11.8% | 1 | 1 | 472 |
EIN 362739571 | Oth | $32K | 11.7% | 1 | 1 | 247 |
EIN 942649097 | Oth | $5K | 1.8% | 1 | 1 | 364 |
EIN 231503749 | L | $228 | 0.1% | 1 | 1 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | SYMETRA LIFE INSURANCE COMPANY | $4K | $6K | $10K | 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