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Sponsor portfolioWelfare / HealthEIN 39-0174190
THE BOLDT GROUP
2121 E CAPITOL DRIVE · APPLETON, WI 54911
9207396321
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
2,071
No prior year
Total participants
2,223
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 |
|---|---|---|---|
| Stop-loss | $1.1M | 49.4% | |
| Other | $492K | 21.4% | |
| Life | $422K | 18.3% | |
| Long-term disability | $181K | 7.9% | |
| Vision | $70K | 3.0% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 410451140 | SL | $1.1M | 60.5% | 1 | 1 | 646 |
EIN 231503749 | LLTDOth | $636K | 33.8% | 1 | 4 | 815 |
EIN 203212328 | V | $70K | 3.7% | 1 | 1 | 553 |
EIN 391567366 | Oth | $37K | 2.0% | 1 | 1 | 2,071 |
EIN 980211470 | $0 | 0.0% | 1 | 1 | 8 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $32K | $33K | 67.1% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA, WYSSTA INSURANCE COMPANY INC | $6K | $11K | $16K | 32.9% | 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