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Sponsor portfolioWelfare / HealthEIN 39-0210030
CITIZENS BANK
301 NORTH ROCHESTER STREET · MUKWONAGO, WI 53149
2623636500
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$199K
No prior year
Persons covered
146
No prior year
Total participants
157
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 |
|---|---|---|---|
| Dental | $100K | 42.5% | |
| Life | $53K | 22.5% | |
| Other | $40K | 17.1% | |
| Long-term disability | $25K | 10.4% | |
| Vision | $18K | 7.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 396094742 | D | $100K | 50.5% | 1 | 1 | 117 |
EIN 360883760 | LLTDOth | $81K | 40.7% | 1 | 4 | 146 |
EIN 203212328 | V | $18K | 8.9% | 1 | 1 | 110 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M3 INSURANCE SOLUTIONS INC | MADISON, WI | RELIANCE STANDARD LIFE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC, DELTA DENTAL OF WISCONSIN | $14K | $0 | $14K | 93.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $931 | $931 | 6.1% | 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