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Sponsor portfolioWelfare / HealthEIN 39-0394240
CAPITAL CREDIT UNION
PO BOX 2526 · GREEN BAY, WI 54306
9204942828
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$315K
No prior year
Persons covered
519
No prior year
Total participants
738
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 |
|---|---|---|---|
| Other | $169K | 49.9% | |
| Vision | $56K | 16.7% | |
| Dental | $46K | 13.5% | |
| Long-term disability | $44K | 13.1% | |
| Life | $23K | 6.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $141K | 44.7% | 1 | 3 | 442 |
EIN 362739571 | Oth | $69K | 21.9% | 1 | 1 | 290 |
EIN 391736329 | V | $56K | 17.9% | 1 | 1 | 519 |
EIN 391464246 | D | $46K | 14.4% | 1 | 1 | 187 |
EIN 590781901 | Oth | $3K | 1.1% | 1 | 1 | 15 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCLONE AGENCY INC | MENASHA, WI | UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, CARE-PLUS DENTAL PLANS, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY, SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $32K | $6K | $37K | 67.9% | 1 |
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | UNITEDHEALTHCARE INSURANCE COMPANY, CARE-PLUS DENTAL PLANS, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY, SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $15K | $0 | $15K | 27.3% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 4.7% | 1 |
| COTTINGHAM & BUTLER | DUBUQUE, IA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | $0 | $54 | 0.1% | 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