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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
Plan #501$315K
CAPITAL CREDIT UNION WELFARE BENEFIT PLAN
Mixed519 covered·5 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$169K49.9%
Vision$56K16.7%
Dental$46K13.5%
Long-term disability$44K13.1%
Life$23K6.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$141K44.7%13442
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$69K21.9%11290
SUPERIOR DENTAL CARE
EIN 391736329
V
$56K17.9%11519
CARE-PLUS DENTAL PLANS, INC.
EIN 391464246
D
$46K14.4%11187
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$3K1.1%1115

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCCLONE AGENCY INCMENASHA, WIUNITEDHEALTHCARE 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$37K67.9%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOUNITEDHEALTHCARE INSURANCE COMPANY, CARE-PLUS DENTAL PLANS, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY, SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.$15K$0$15K27.3%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$3K$3K4.7%1
COTTINGHAM & BUTLERDUBUQUE, IAAMERICAN HERITAGE LIFE INSURANCE COMPANY$54$0$540.1%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
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