PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. J.W. SPEAKER CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 39-0626040

J.W. SPEAKER CORPORATION

N120W19434 FREISTADT ROAD · GERMANTOWN, WI 53022
2622516660
Plans filed
3
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$278K
No prior year
Persons covered
403
No prior year
Total participants
413
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$278K
J. W. SPEAKER CORPORATION HEALTH & WELFARE PLAN
Mixed403 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$168K
J. W. SPEAKER CORPORATION LIFE & DISABILITY PLAN
Fully insured493 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY
Plan #501$24K
J. W. SPEAKER CORPORATION SECTION 125 PLAN
Mixed376 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$252K24.4%
Short-term disability$252K24.4%
Long-term disability$252K24.4%
Other$252K24.4%
Vision$25K2.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$252K90.9%11403
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$25K9.1%11218

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IAWYSSTA INSURANCE COMPANY INC, UNITED OF OMAHA LIFE INSURANCE COMPANY$32K$12K$44K100.0%1

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica