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Sponsor portfolioWelfare / HealthEIN 39-0602450

SCHWAAB, INC.

12855 W. LISBON ROAD STE 100 · BROOKFIELD, WI 53005
4147714150
Plans filed
2
Years active
2017–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$556K
No prior year
Persons covered
115
No prior year
Total participants
115
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$556K
SCHWAAB, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully insured115 covered·3 carriers
Primary: BLUE CROSS & BLUE SHIELD OF WISCONSIN
Plan #503$56K
SCHWAAB, INC LTD, STD & LIFE & AD&D INSURANCE PLAN
Fully insured137 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$487K84.2%
Short-term disability$30K5.2%
Dental$22K3.8%
Vision$22K3.8%
Life$15K2.5%
Long-term disability$2K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 390138065
H
$487K87.5%1140
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTD
$47K8.5%13115
DELTA DENTAL OF CALIFORNIA
EIN 396094742
DV
$22K4.0%1153

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
R & R INSURANCE SERVICES INCWAUKESHA, WISTANDARD INSURANCE COMPANY, BLUE CROSS & BLUE SHIELD OF WISCONSIN, DELTA DENTAL OF WISCONSIN$23K$3K$26K100.0%1

History & trajectory

9 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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