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Sponsor portfolioWelfare / HealthEIN 39-0734270
WAUKESHA STATE BANK
151 E ST. PAUL AVE. · WAUKESHA, WI 531870648
2625498504
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
289
No prior year
Total participants
289
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #517$3.0M
WAUKESHA STATE BANK BENEFIT WELFARE PLAN
Fully insured289 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$66K
WAUKESHA STATE BANK LONG TERM DISABILITY INCOME PLAN
Fully insured261 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #513$36K
WAUKESHA STATE BANK VOLUNTARY LIFE PLAN
Fully insured128 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #512$29K
WAUKESHA STATE BANK LIFE AND AD&D PLAN
Mixed261 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #514$18K
WAUKESHA STATE BANK VISION PLAN
Fully insured138 covered·1 carrier
Primary: WYSSTA INSURANCE COMPANY INC
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.7M | 78.1% | |
| Other | $201K | 5.9% | |
| Life | $164K | 4.8% | |
| Dental | $126K | 3.7% | |
| Short-term disability | $120K | 3.5% | |
| Long-term disability | $120K | 3.5% | |
| Vision | $20K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $2.7M | 88.5% | 1 | 1 | 198 |
EIN 010278678 | LSTDLTDOth | $201K | 6.7% | 1 | 5 | 289 |
EIN 396094742 | D | $126K | 4.2% | 1 | 1 | 193 |
EIN 203212328 | V | $20K | 0.7% | 1 | 1 | 175 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| R & R INSURANCE SERVICES INC | WAUKESHA, WI | DELTA DENTAL OF WISCONSIN, UNUM LIFE INSURANCE COMPANY OF AMERICA, WYSSTA INSURANCE COMPANY, INC., UNUM INSURANCE COMPANY | $28K | $3K | $31K | 73.0% | 1 |
| R&R INSURANCE SERVICE INC | WAUKESHA, WI | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $829 | $8K | 18.7% | 1 |
| M3 INSURANCE SOLUTIONS INC | MADISON, WI | UNUM INSURANCE COMPANY | $3K | $317 | $3K | 8.3% | 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