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Sponsor portfolioWelfare / HealthEIN 39-0830668

EASTCASTLE PLACE

2505 E BRADFORD AVE · MILWAUKEE, WI 532114262
4149638481
Plans filed
4
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$111K
No prior year
Persons covered
107
No prior year
Total participants
109
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$111K
EASTCASTLE PLACE EMPLOYEE BENEFITS
Mixed107 covered·2 carriers
Primary: GUARDIAN
Plan #505$31K
EASTCASTLE PLACE, INC. SHORT TERM DISABILITY INCOME PLAN
Fully insured109 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY
Plan #503$12K
EASTCASTLE PLACE, INC. GROUP LIFE AND AD&D INSURANCE PLAN
Fully insured109 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY
Plan #501$0
EASTCASTLE PLACE MEDOVA LIFESTYLE HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$111K17.6%
Dental$104K16.5%
Vision$104K16.5%
Short-term disability$104K16.5%
Long-term disability$104K16.5%
Other$104K16.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$104K93.9%11107
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
L
$7K6.1%1125

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIGUARDIAN, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$9K$2K$11K57.9%1
JENNON CARUTHCHANHASSEN, MNGUARDIAN$5K$0$5K27.8%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILGUARDIAN$2K$0$2K8.3%1
CARUTH, JENNON, MEDEN PRAIRIE, MNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$1K$29$1K5.8%1
ASSUREX GLOBAL CORPORATIONDUBLIN, OHPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$36$360.2%1

History & trajectory

6 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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