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.
Sponsor portfolioWelfare / HealthEIN 39-0804706
SHOREWEST REALTORS, INC.
17450 WEST NORTH AVENUE · BROOKFIELD, WI 53045
2622896250
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
416
No prior year
Total participants
120
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #501$1.7M
SHOREWEST REALTORS, INC. MEDICAL HEALTH INSURANCE PLAN
Fully insured283 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$36K
SHOREWEST REALTORS, INC. LIFE ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully insured133 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 49.3% | |
| Prescription drug | $1.7M | 49.3% | |
| Long-term disability | $24K | 0.7% | |
| Life | $13K | 0.4% | |
| Other | $13K | 0.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxLOth | $1.7M | 98.6% | 2 | 2 | 416 |
EIN 231503749 | LTD | $24K | 1.4% | 1 | 1 | 133 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | KIMBERLY, WI | UNITEDHEALTHCARE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $54K | $58K | 100.0% | 2 |
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