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Sponsor portfolioWelfare / HealthEIN 39-0215980

COAKLEY BROTHERS COMPANY

400 SOUTH 5TH STREET · MILWAUKEE, WI 53204
4142787060
Plans filed
2
Years active
2021–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$119K
No prior year
Persons covered
88
No prior year
Total participants
100
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$119K
COAKLEY BROS. CO. WELFARE BENEFIT PLAN
Mixed88 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #951$0
COAKLEY BROTHERS COMPANY (WELFARE PLAN)
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$119K16.7%
Vision$119K16.7%
Life$119K16.7%
Short-term disability$119K16.7%
Long-term disability$119K16.7%
Other$119K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$119K100.0%1188

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WISUN LIFE ASSURANCE COMPANY OF CANADA$12K$0$12K83.8%1
DECISELY INSURANCE SERVICES INCALPHARETTA, GASUN LIFE ASSURANCE COMPANY OF CANADA$0$2K$2K16.2%1

History & trajectory

4 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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