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Sponsor portfolioWelfare / HealthEIN 39-0758449

WIPFLI LLP

500 NORTH FIRST STREET, SUITE 7000 · WAUSAU, WI 54403
7158453111
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$3.5M
No prior year
Persons covered
2,364
No prior year
Total participants
2,382
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.5M
WIPFLI LLP WELFARE BENEFIT PLAN
Mixed2,364 covered·7 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.7M31.6%
Life$2.3M26.9%
Long-term disability$2.3M26.9%
Health$486K5.7%
Prescription drug$486K5.7%
Vision$281K3.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$2.3M66.3%112,303
KAISER FOUNDATION HEALTH PLAN INC
EIN 840591617
HRx
$486K14.1%1253
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$281K8.1%111,719
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$255K7.4%11326
EMPLOYEE NETWORK, INC.
EIN 391743189
Oth
$89K2.6%112,364
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$56K1.6%11464

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILKAISER FOUNDATION HEALTH PLAN OF COLORADO, UNUM LIFE INSURANCE COMPANY OF AMERICA, ARAG INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY$60K$14K$74K67.5%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILKAISER FOUNDATION HEALTH PLAN OF COLORADO, UNUM LIFE INSURANCE COMPANY OF AMERICA, ARAG INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY$22K$10K$33K29.9%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MAUNUM LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K2.7%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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