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Sponsor portfolioWelfare / HealthEIN 39-0813421

JEWISH HOME AND CARE CENTER, INC.

d/b/a OVATION COMMUNITIES
1414 NORTH PROSPECT AVENUE · MILWAUKEE, WI 53202
4142778867
Plans filed
1
Years active
2017–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$181K
No prior year
Persons covered
275
No prior year
Total participants
234
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$181K
JEWISH HOME AND CARE CENTER, INC. WELFARE BENEFIT PLAN
Mixed275 covered·6 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$105K27.6%
Life$99K26.1%
Dental$67K17.8%
Long-term disability$57K15.2%
Short-term disability$41K10.9%
Vision$9K2.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$57K31.7%11234
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$49K27.0%1152
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$41K22.9%1153
CARE-PLUS DENTAL PLANS, INC.
EIN 391464246
D
$18K10.2%1156
VISION SERVICE PLAN
EIN 061227840
V
$9K5.0%1177
FEI BEHAVIORAL HEALTH
EIN 391714534
Oth
$6K3.2%11275

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JOHNSON KENDALL AND JOHNSONNEWTOWN, PATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN, VISION SERVICE PLAN$13K$0$13K57.9%1
MELISSA MARCHANDBROOKFIELD, WICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$7K$0$7K29.4%1
M3 INSURANCE SOLUTIONS INCMADISON, WICARE-PLUS DENTAL PLANS, INC.$919$0$9194.1%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$861$8613.9%1
GARSON FINANCIAL SERVICES S CMILWAUKEE, WICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$694$84$7783.5%1
JAMIE A CONTRERAS-VESTALDELAND, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$233$0$2331.0%1
AGSANT GROUP INCCICERO, ILCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$34$0$340.2%1
STERLING WEALTH MANAGEMENT LLCGERMANTOWN, WICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$12$0$120.1%1

History & trajectory

8 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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