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Sponsor portfolioWelfare / HealthEIN 39-0691250

WATERSTONE BANK SSB

11200 W. PLANK COURT, STE.400 · WAUWATOSA, WI 53226
4144594116
Plans filed
7
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
639
No prior year
Total participants
583
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #510$1.7M
WATERSTONE BANK SSB BENEFITS PLAN
Mixed639 covered·3 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #506$255K
WATERSTONE BANK SSB VOLUNTARY LIFE
Fully insured823 covered·2 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #507$234K
WATERSTONE BANK SSB SHORT TERM DISABILITY PLAN
Fully insured329 covered·2 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #501$140K
WATERSTONE BANK SSB FLEXIBLE SPENDING PLAN
Mixed510 covered·1 carrier
Primary: TOKIO MARINE
Plan #503$132K
WATERSTONE BANK SSB LONG TERM DISABILITY PLAN
Fully insured806 covered·2 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #505$79K
WATERSTONE BANK SSB VISION PLAN
Fully insured418 covered·1 carrier
Primary: WYSSTA INSURANCE COMPANY INC
Plan #504$0
WATERSTONE BANK SSB DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.0M32.7%
Other$602K18.9%
Life$495K15.6%
Short-term disability$495K15.6%
Long-term disability$495K15.6%
Vision$52K1.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SLOth
$1.1M67.7%12431
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LSTDLTDOth
$495K29.2%11639
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$52K3.1%11350

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIWYSSTA INSURANCE COMPANY INC, RELIASTAR LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY$63K$28K$90K79.9%1
C2 CENTRIC LLCAURORA, CORELIASTAR LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY$0$15K$15K13.5%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANY$0$7K$7K6.6%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
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