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Sponsor portfolioWelfare / HealthEIN 39-0823125

WESTCONSIN CREDIT UNION

PO BOX 160 · MENOMONIE, WI 547510160
7152353403
Plans filed
5
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
2,085
No prior year
Total participants
1,754
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$1.1M
WESTCONSIN CREDIT UNION PREMIUM CONVERSION PLAN
Self-funded302 covered·1 carrier
Primary: HCC LIFE INSURANCE COMPANY
Plan #503$139K
WESTCONSIN CREDIT UNION LIFE INSURANCE PLAN
Fully insured449 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$69K
WESTCONSIN CREDIT UNION SHORT TERM DISABILITY PLAN
Fully insured380 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$53K
WESTCONSIN CREDIT UNION LONG TERM DISABILITY PLAN
Fully insured380 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$49K
WESTCONSIN CREDIT UNION VISION PLAN
Fully insured574 covered·1 carrier
Primary: FSL

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M78.4%
Life$123K8.6%
Short-term disability$69K4.8%
Long-term disability$53K3.7%
Vision$49K3.4%
Other$15K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$1.1M78.4%11302
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$260K18.2%341,209
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$49K3.4%11574

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIHCC LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$4K$28K$32K67.7%2
C2 CENTRIC LLCGRAND RAPIDS, MIHCC LIFE INSURANCE COMPANY$0$11K$11K23.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$4K$4K8.3%3

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
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