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Sponsor portfolioWelfare / HealthEIN 39-0447799

BANK FIRST

402 N. EIGHTH STREET · MANITOWOC, WI 54221
9206523288
Plans filed
2
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$998K
No prior year
Persons covered
360
No prior year
Total participants
377
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$998K
BANK FIRST, N.A. WELFARE BENEFITS PLAN
Mixed360 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #505$0
BANK FIRST, N.A. SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$799K78.3%
Other$136K13.4%
Long-term disability$34K3.4%
Vision$28K2.7%
Life$23K2.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$799K80.1%11245
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$136K13.6%15360
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$35K3.5%11245
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$28K2.8%11265

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANSAY & ASSOCIATES LLCPORT WASHINGTON, WIUNITED OF OMAHA LIFE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC$20K$841$21K100.0%1

History & trajectory

7 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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