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Sponsor portfolioWelfare / HealthEIN 39-0159135

CENTRE 1 BANCORP DBA FIRST NATIONAL BANK AND TRUST COMPANY

345 EAST GRAND AVENUE · BELOIT, WI 535116250
6083638083
Plans filed
5
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$275K
No prior year
Persons covered
217
No prior year
Total participants
214
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$1.6M
FIRST NATIONAL BANK AND TRUST MEDICAL PLAN
Self-funded327 covered·2 carriers
Primary: BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW) (G0422)
Plan #506$275K
CENTRE 1 BANCORP DBA FIRST NATIONAL BANK AND TRUST COMPANY WRAP PLAN
Mixed217 covered·3 carriers
Primary: DELTA DENTAL OF WISCONSIN
Plan #502$149K
FIRST NATIONAL BANK AND TRUST COMPANY DENTAL PLAN
Fully insured167 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #503$17K
FIRST NATIONAL BANK AND TRUST COMPANY VISION PLAN
Fully insured160 covered·1 carrier
Primary: WYSSTA INSURANCE COMPANY INC
Plan #505$0
SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded180 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$146K29.1%
Life$113K22.5%
Long-term disability$113K22.5%
Other$113K22.5%
Vision$16K3.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$146K53.0%11163
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$113K41.0%11217
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$16K6.0%11153

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HAUSMANN GROUP INCMADISON, WISUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF WISCONSIN, WYSSTA INSURANCE COMPANY INC$9K$0$9K100.0%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
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