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Sponsor portfolioWelfare / HealthEIN 39-0201015
TRUSTED FRATERNAL LIFE
1100 WEST WELLS STREET · MILWAUKEE, WI 53233
4142786701
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
652
No prior year
Total participants
573
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #507$3.3M
HEALTH PLAN FOR ASSOCIATES AND AGENTS OF CATHOLIC KNIGHTS
Fully insured309 covered·1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF WISCONSIN
Plan #505$41K
LONG TERM DISABILTY
Fully insured165 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #506$41K
LIFE INSURANCE
Fully insured178 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY
Plan #503$0
CATHOLIC KNIGHTS HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.3M | 20.1% | |
| Health | $3.3M | 19.9% | |
| Dental | $3.3M | 19.9% | |
| Vision | $3.3M | 19.9% | |
| Prescription drug | $3.3M | 19.9% | |
| Long-term disability | $41K | 0.3% | |
| Life | $41K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390138065 | HRxDVOth | $3.3M | 97.6% | 1 | 1 | 309 |
EIN 360883760 | LTD | $41K | 1.2% | 1 | 1 | 165 |
EIN 520913817 | LOth | $41K | 1.2% | 1 | 1 | 178 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | BLUE CROSS AND BLUE SHIELD OF WISCONSIN, RELIANCE STANDARD LIFE INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY | $53K | $3K | $57K | 100.0% | 3 |
History & trajectory
9 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