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Sponsor portfolioWelfare / HealthEIN 39-0376520

CURT G. JOA, INC.

PO BOX 903 · SHEBOYGAN FALLS, WI 53085
9204677343
Plans filed
2
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$509K
No prior year
Persons covered
509
No prior year
Total participants
388
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #506$439K
CURT G. JOA, INC. RETIREE HEALTH BENEFIT PLAN
Fully insured184 covered·1 carrier
Primary: HUMANA INSURANCE COMPANY
Plan #505$70K
CURT G. JOA, INC.'S COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed325 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$439K43.6%
Prescription drug$439K43.6%
Other$36K3.6%
Vision$34K3.4%
Life$29K2.9%
Long-term disability$29K2.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HUMANA INSURANCE COMPANY
EIN 391263473
HRx
$439K86.2%12184
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$34K6.7%11325
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$29K5.8%11255
AURORA HEALTHCARE
EIN 391442285
Oth
$7K1.4%11255
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
$00.0%11255

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BROOKFIELD, WIRELIANCE STANDARD LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, HUMANA INSURANCE COMPANY$25K$1K$26K100.0%2

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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